Below you will find a list of some of the financial services that we provide to non-profits. If you have any questions, please contact us.
- Clergy & Staff Compensation Package Design, Audit & Review
- Church / Ministry Employee Benefits Package Design, Audit, & Review
- Estate Planning, Christian Wills, Charitable Gift Planning Services
- Church / Ministry Mortgage Loans (Corporate and Personal)
- Church / Ministry Retirement Planning Services
- Legacy Plans (Key Employee Debt Elimination)
- Church / Ministry IRS Compliance Audit & Review
- Church / Ministry Risk Management Services
- Senior Advantage Educational Seminars
LEGACY SOLUTIONS PROVIDER NETWORK (LSPN) SHOPPING RESOURCES
- Group Medical, Group Dental, Group Disability and Group Life insurance
- Senior Advantage Products (Medicare , Medicare Advantage, Long Term Care, Final Expense, SAFE money solutions, CD alternatives)
- Retirement Plans (IRA’ Roth IRA’s 403(b) 401-k, SIMPLE or SEP’s)
- Group or Individual International Medical Travel Insurance
- Individual Medical, Dental, Disability or Life insurance
- Individual or Group Medical Insurance
- Church / Ministry Mortgage Refinance
- Personal Mortgages / Refinance
- Church / Ministry Payroll & Tax Services