Faith-Based Strategies

 

Clergy Compensation - Pastor

The elements behind the concept of clergy compensation, the benefits of a clergy compensation strategy, what you need to consider when building a clergy compensation plan and how it can help pursue your Pastor's financial goals and objectives.

 

Creating a Legacy through Charitable Giving - Church

Planning your legacy today to ensure you will be remembered by those you care about the most. Who will be impacted?  Who can receive charitable gifts?  We can help you understand the benefits of giving, the ways of giving and advanced strategies to benefit yourself and organizations you care about.

 

Financial Literacy and Wellness - Congregation

Building a secure financial future by reducing debt, financial planning and what products are available to get you on the right track and keep you there.

 

Balancing the Financial Ethos

 Balancing the needs of the Church, Pastor, and People.