Churches and Ministries
Our Mission
We help churches and ministries strengthen their stewardship of resources through independent governance and oversight, prudent treasury management services, biblically responsible investments, and sound employee benefit and risk management planning.
Our Process
What makes us unique is our hands-on and holistic approach over the course of our entire relationship with your organization. Our experienced financial advisors and broker-dealer representatives will work alongside your leadership team and board to help you identify and prioritize the financial objectives required to strengthen and grow your ministry.
Products and Services
Treasury Management Services – cash reserves, CDs, money markets, CDARS, government securities, guaranteed investment contracts
Integrated Financial Tools - portfolio analytics, diagnostics and performance reporting to support member and financial institution objectives
Biblically-Responsible Investments (BRI) – aligning your core values and beliefs with your investment’s purpose
Retirement Planning & Employee Benefits – 401(k), 403(b), SEPs, SIMPLE plans, IRAs, SERP’s and other retirement plans
Risk Management Planning – life, disability, health, long-term care, buy-sell agreement funding and key person coverages
Inheritance Planning - maximizing effective tax strategies in coordination with your will and/or trust
Board Governance Support - create and/or review your Investment Policy Statement (IPS) to ensure ongoing compliance