Our Mission is Serving Those Who Serve
We believe you shouldn’t have to choose between your calling and your financial future. So we take the confusion out of planning and replace it with clear, faith-aligned guidance you can trust.
When complex tax rules, retirement questions, and financial uncertainty fade into the background, you gain the freedom to pour yourself fully into the work God has called you to do. That’s the heart of our mission: removing worry so you can serve with confidence.
When I think about the pastors and Christian leaders who've poured out their lives for others, we don't want them to worry about tomorrow. We're called to steward their futures faithfully, to guide them with wisdom, and to give them the peace of mind they've given so freely to everyone else. That's the heart of who we are.
Jim O'Bold, President
Every person who gives their life to ministry deserves a thriving future. That's why we do this work. We're called to serve those who serve, and for us, that means bringing real peace of mind to every servant leader we walk beside.
Nabil Safi, Vice President and Chief Operating Officer
Your calling doesn't end at retirement, and neither does our commitment to protecting your future. That's the promise we're honored to keep.
Mark Senseman, Director of Business Development
Our Core Beliefs
Salvation Makes Us Members of God’s Church
We believe that the Church is composed of every person who has accepted Jesus Christ as Savior. We enter into the life of the Church, not by joining a denomination or a human organization, but by committing our lives to Christ (John 3:1-7).
The Work of the Holy Spirit
God’s Spirit equips believers with unique gifts that enable us to carry out the mission of Christ in the world. At the same time, the Spirit produces love, joy, peace, patience, kindness, goodness, faithfulness, gentleness, and self-control in every believer (Galatians 5:22-23), which demonstrate the Spirit’s presence within us.
Christians are Called to be One
We believe that God calls all followers of Christ to live in unity and peace, regardless of who they are or the church they attend (Galatians 3:28). While we may not agree on everything, we can rally around our subject-Jesus.
Making Disciples
Each of us is called to fulfill Matthew 28:18-20, making fully devoted followers of Christ –disciples – who will then teach others to follow Christ.
The Lordship of Jesus
There is one Lord, who is God’s Son, Jesus Christ, over the Church. Christ is the Church’s ultimate authority on all matters (Acts 2:36).
Loving God and Neighbor
We are called to fulfill Matthew 22:37-39, not only loving God with our entire being but also loving all who He loves.
We Must be Holy
We believe that followers of Christ have been called to live a life of love, purity, and godliness. We are called to live like Christ, taking on a new nature (2 Corinthians 5:17).
Stewardship
Since God is the source of life, all of life is to be used for the honor, glory, and service of God (Psalm 24.1).
Principles You Can Build Your Future On
We’re guided by three core values that shape every plan, every conversation, and every relationship.
Trusted Stewardship
We treat your resources with the same care and integrity you bring to your mission, guiding each decision with faithfulness and clarity.
Protected Futures
We plan wisely today so you can face tomorrow with confidence, knowing your financial future is secure.
Financial Stability
We provide stability and peace of mind so you can serve freely, without the weight of financial uncertainty.