Ministry and Church Financial Planning

Choosing a financial planner may be one of the most important decisions you make for yourself and your loved ones. A certified financial planner can play a central role in helping you meet your life goals and achieve long-term financial well-being. That’s why Servant Solutions offers a FREE individualized comprehensive financial plan for all our members called the Servant Solutions Financial Roadmap. 

Whether you’re a newly-ordained pastor, church staff, or clergy planning a retirement, our experienced financial planners can help you maximize the benefits available to you, and strategize with you to plan for success in the future. Want to know more about the benefits of financial planning? Schedule an appointment and begin planning for your future now. 

Financial Planning Resources for Pastors, Church Staff, and Ministries

Servant Solutions provides multiple financial planning resources for pastors, church staff, and ministry-focused organizations. From recently ordained pastors to clergy retirement planning, our resources can assist you no matter where you are in your ministry career.

Learn about the 3 levels of financial planning to help secure your financial future. Discover which one is right for you.

Plan your finances and retirement with these 5 interactive calculators.


Get an exclusive financial retreat planning session to focus and reflect on your financial life and retirement planning.

Learn how you can receive a $500 retirement gift with a new account as a newly ordained pastor.