"Making the Right Financial Moves starts with choosing a financial advisor who understands clergy and their unique and often complicated circumstances."
Total Financial Well-Being for Ministers
At Bishop Financial Advisors, we have made it one of our primary focuses to assist pastors with the challenges of planning for retirement. We assist you in creating a tax-efficient strategy to help maximize income in retirement.
Every minister needs an appropriate retirement plan that incorporates their housing, tax planning and social security benefits. Bishop Financial Advisors has helped hundreds of clergy families in Ohio, Pennsylvania and other states with tax efficient investment strategies to pursue their financial goals and plan for a better life now and in the future.
Minister knowledge and experience in:
- Housing Allowance Benefits
- Social Security Benefits
- Tax Efficient Investment Strategies & Retirement Planning
- Reimbursable Expenses for ministers
Allowing Integrity to Define Wealth
in your Financial Program
At Bishop Financial Advisors we understand how important living your values is to you. We can help you customize your investment program to reflect your personal convictions while incorporating your unique tax advantages, through socially responsible, faith based and Biblically based investment strategies.
The return may be lower than if the advisor made decisions based solely on investment considerations.