Non-Profit Services

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