CLERGYADVANTAGE

Owners

Goods & Services

Financial planning; insurance services, namely, issuance and administration of life and disability insurance; financial planning for retirement; individual retirement account services, namely, the issuance and administration of individual retirement accounts; financial administration of retirement plans; financial administration of retirement plans, namely, IRC Section 403(b) accounts

Providing online non-downloadable videos in the fields of financial planning, tax information and advice, housing allowance for ministers, retirement and investment, accountability plan and ministry expenses, tax basics, social security, church treasurer, and starting a ministry

Downloadable written articles and electronic newsletters in the fields of taxation, housing allowance, ministry expenses, retirement, and financial planning

Tax advisory services