Financial Planning Personalized
Tools available to all Servant Solutions Members
Retirement is personal. Your plan to get there should be too. At Servant Solutions, we are able to offer multiple tools to help you reach your goals.
The following tools are available:
Education
Servant Solutions has access to dozens of do-it-yourself, free resources to help answer your questions about your finances. From worksheets to online tools, we have a resource that will fit you and your unique situation. Visit the Toolbox Series and choose which family of resources applies to your situation.
Principal® Retirement Wellness Planner
This tool is available at principal.com when you log into your Servant Solutions account. You input your age, salary, other sources of income and spousal information. The calculators adjust as you enter different savings and withdrawal options. This is a great tool to check on your progress towards your retirement goals and receive a general score to give an indication if you’re on the right track.
Jerry Fox, PhD, CFP®, Director of Financial Planning
In-Depth Planning:
For our members with more complex financial situations, we offer in-depth planning with one of our on-staff financial planning professionals. If you are interested in digging deep into your finances, we will walk with you through the Servant Solutions Financial Roadmap process.
To begin the Servant Solutions Financial Roadmap process click the button below:
Overture is a 24 hour experience planned and provided especially for you by your partners at Servant Solutions. This program was designed primarily for those members over age 50 that wish to focus on their financial readiness in a retreat format.
Looking for CARE (Clergy Advocacy & Resource Effort)? CARE serves early-career pastors and their congregations through pastor compensation coaching for congregational boards, financial management coaching for pastors; and financial assistance toward retirement and student loan accounts.