We specialize in providing financial solutions exclusively for the pastoral profession and for parents and guardians with special needs children.
According to a Duke University study, duly named The Pulpit and the Pew, there is a very small percentage of the pastoral profession that will receive a professional pension or benefit package.
Studies show the major concerns of ministers are:
• Will I outlive my retirement assets?
• What will happen to my family, my flock and my future if I get sick but do not die?
• Do I have enough life insurance?
• What investment tools and strategies are available?
• Repaying student loans
Mitigating an unexpected healthcare event, inflation or tax strategies can be complex in the pastoral profession, and retirement planning must have a component of predictability.
A prudent man sees danger and takes refuge, but the simple keep going and suffer for it. Proverbs 27:12
Honor the LORD with your wealth, with the first fruits of all your crops. Proverbs 3:9
Wealth gained hastily will dwindle, but whoever gathers little by little will increase it. Proverbs 13:11
As iron sharpens iron, so one man sharpens another. Proverbs 27:17
He that gathereth in summer [is] a wise son: [but] he that sleepeth in harvest [is] a son that causeth shame. Proverbs 10:5