Our reason for being is to assist all ministers and religious organizations to understand and maximize their unique tax, financial and retirement opportunities. Specifically, to ensure that all ministers provide for their family and enjoy their retirement for life.
IRS laws allow unique retirement options for ministers and church employees. Certain church plans have very high annual contribution limits and allow for a wide array of investment vehicles (ranging from the typical mutual fund to investment real estate).
With many years of experience helping churches and congregation meet their goals, we ensure a smooth and informed process from start to accomplishment. If you would like to know more information on how we can help you begin your project give us a call at 281-769-7100 or. 281-746-0285