Whether you’re a pastor, a financial officer, or you’ve retired from ministry we can help you better understand your financial situation and the current state of your retirement planning.

Check out these informative educational videos to get a grasp on your current situation.

 
 
 
 
 

Let’s have a conversation about how you can start now to save for retirement.
Call us at (800) 844-8983

 

Housing Allowance: Current Issues

Richard Hammar & Kyle Dana on Housing Allowance Ruling

This excellent video comes from our friends at AG Financial Services and takes a comprehensive look at the ministerial housing allowance and recent court cases.


Accountability, Transparency & Integrity

Best Financial Practices for Your Congregation

Recent developments in Washington, featuring Dan Busby & John Van Drunen

Church Administration & Risk Points

Gifts, Contributions, & Reimbursements

Clergy Compensation, Housing, Volunteers, & Political Activity


Ronald Blue & Company Principled Reasoning

We are excited to have a biblically-based partner in Ron Blue & Co., and specifically John Miley, to advise our organization in navigating the “shark infested waters” of the investment universe.  The strategy of Principled Reasoning gives us confidence in a strategy that makes sense, is biblical, and helps us all focus on the long-term fundamentals that eventually recalibrate the markets.