Wealth Management

Insurance

Life and Annuities

Our Carriers:  New York Life, MassMutual, Prudential Financial, American General, US Life of NY, Nationwide, Allianz, the Principal, Transamerica Family Markets, John Hancock, Lincoln Financial Group, Mutual of Omaha, and Unum.

Long-term Disability

Our Carriers:  New York Life, MassMutual, and Unum

Long-term Care

Our Carriers:  New York Life, and Mutual of Omaha

Health Care

Our Carriers:  Care First: Blue Cross Blue Shield, Aetna, Cigna, Kaiser, and United Healthcare.

Dental and Vision

Our Carriers:  Blue Cross Blue Shield, Aetna, Cigna, Kaiser, and United Healthcare.

Retirement Planning

Pastoral Retirement Agreement

Providing lifetime income and benefits for pastors when they retire.  Based upon the principals of the Rabbi Trust, our consultants work with the church’s senior leadership team to establish formal Agreements with correlating funding sources to enable churches to provide warranted benefits and compensation in their future that may have been missed during their tenure and/or as an appropriate biblically-based benefit reflecting a loving, tangible, expression of appreciation for decades of pastoral labor to God’s people.

Qualified and Non-qualified IRA’s providing tax-deferred savings and growth enabling clients to save and invest in the long term (e.g., Traditional, Roth, SEP)

Our Annuity Carriers:  New York Life, MassMutual, Athene, American General, Nationwide, Allianz, and North American Co., US Life of NY.

Defined Contribution Plans:  403(b), 401(k)

Through relationships of referral, and their respective broker-dealers, registered representatives offer: 403(b), 401(k) Retirement Plans and other Qualified options through industry leaders like: Fidelity, MFS, Blackrock, American Funds, Pimco, Franklin Templeton, Goldman Sachs, Invesco, Oppenheimer, Pioneer, Putnam, and many more.

Organizational Management

Management Consulting

Strategic Planning 

Change Management

Executive Coaching

Leadership Training & Staff Development

Conflict Resolution 

Corporate Documentation 

Website Development and Design

Corporate Logo, Imaging and Branding

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