Maximizing the Tools in Your Servant Solutions Membership

At Servant Solutions, our mission of “Serving those who Serve” means more than managing accounts—it means walking beside you as you follow God’s calling. Our mission is to help you build financial security so you can continue making a Kingdom impact today and through retirement.

My husband is a perfect example of this! Rolland was a full-time pastor for 40 years and he has held a Servant Solutions account since the beginning of his ministry. Through the wise counsel of Servant Solutions, we were able to gain such peace regarding our finances. This allowed us to focus on ministry and not worry about our financial future. My husband is now retired from full-time ministry, but he has the ability and freedom to continue pouring into young pastors, mentoring them to strengthen their ministry life. This blessing would not be possible if we did not have Servant Solutions pouring wise financial counsel into us years ago.

Your membership connects you to a relationship-based ministry. While we offer modern tools and technology, our greatest resource is our strong team:  people who care deeply about helping you thrive. When you reach out to us, you’ll talk to someone who wants to know your story, your goals, and how we can best support your journey.

Personalized Financial Planning—Free for Every Member

You’ve probably heard us say many times one of the best benefits available to all members is free financial planning. Whether your account is new or well established, our certified financial planners will help you build a personal roadmap for your financial goals. This benefit is so worth your time. Don’t miss out – call us today to schedule your appointment. It is so healthy to know where you currently stand in order to best reach your retirement goals.

It starts with a short Financial Roadmap form on our website under Services → Financial Education. Using MoneyGuidePro® software, our team creates a customized plan that can adapt as your life and ministry change. You will have the ability to review and update your roadmap plan anytime. And we encourage you to meet annually with our Certified Planners to make changes/updates.

Practical Tools and Protection

Beyond your retirement account, Servant Solutions offers valuable resources to protect what matters most. Through our partnership with Principal, you and your spouse can create free family legal documents—like wills, powers of attorney, and healthcare directives—valid in all 50 states. Take the time now to create these meaningful and important family documents. This is just another way we at Servant Solutions can serve you, who serves the Kingdom.

Our website’s interactive calculators also make it easy to explore financial questions. You can compare a Roth and Traditional 403(b), estimate how long savings will last, or discover how small, steady investments grow over time. We also have a plethora of helpful budgeting tools that can better align your spending, helping you to meet your retirement goals.

Resources to Learn and Lead

We’re committed to helping you grow in wisdom and confidence. Our Learning Center offers recorded webinars, including Smart Money Through the Decades, and our Toolbox Series for pastors and employers. Credentialed ministers will also find helpful guidance on the Minister’s Housing Allowance, a valuable benefit during and after ministry. Our team often meets with ministry boards to help them understand the importance of offering the above benefits, or to share appropriate pastoral compensation.

If you are not yet taking advantage of the available resources or you have a question, our team is ready to help. We want you to be informed! Call us at (800) 844-8983—we’re honored to serve you as you continue serving others.

 

Ellen Daniels serves in the position of Director of Engagement for Servant Solutions. She assists the Servant Solutions team by developing and carrying out strategies to increase engagement with current and potential members so that our constituents are served in the very best way. Her position especially focuses on growing our employers and members among colleges/universities and independent churches, along with engaging the top employers within the Church of God with their needs. Ellen received her BA in Education as well as her MBA from Anderson University. Prior to coming to Servant Solutions, Ellen was the Director of Adult Studies at Anderson University. She is very happily married to Dr. Rolland Daniels. They have recently retired from full-time pastoral ministry after 40 years. They have two sons, Tyler and Seth, two wonderful daughters-in-love, Morgan and Catherine, and four absolutely precious grandchildren, Raelyn, Tripp, Annie and Hazel.