Retirement Services

You’ve worked hard. You’ve sacrificed. Your ministry is flourishing. But there’s a problem. Your retirement plan has gone unplanned and unfunded. Not to worry–we can help.

IRS laws allow unique retirement options for ministers and church employees. Certain church plans have very high annual contribution limits and allow for a wide array of investment vehicles (ranging from the typical mutual fund to investment real estate).

Very few firms can help you prepare the way that we can. No matter what phase of your life you’re in or the direction your ministry is going, we will go with you and help you plan for the future.

Click here for Frequently Asked Questions.