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    • Home
    • About Us
      • Our Approach
      • What Makes Us Different
      • Meet Our Team
    • Services
      • Retirement Planning
      • College Planning
      • Faith Based Legacy Plan
    • Media
      • Blog
    • Testimonials
    • Book Appointment
    • Contact Us
  • Home
  • About Us
    • Our Approach
    • What Makes Us Different
    • Meet Our Team
  • Services
    • Retirement Planning
    • College Planning
    • Faith Based Legacy Plan
  • Media
    • Blog
  • Testimonials
  • Book Appointment
  • Contact Us

Faith Based Financial Legacy Plan

The Faith Based Financial Legacy Plan was designed by our partnership firm who we work closely with who has over 50 years of experience in the Financial Services sector and who is also an ordained minister. 


This plan consists of Financial Literacy strategies using a proactive stewardship approach to address membership growth and attrition that affects the financial life of every church. 


This program helps both empower and enhance the vision pastors and church leaders to systematically close the back door on multiple financial challenges that churches faces today. 

"The Proactive Stewardship Approach to Church Membership Growth and Attrition!"

The Five Major Components of The Faith Based Financial Legacy Plan


  • Perpetual Tithing Legacy Program 
  • SAGE College Tuition Scholarship Program
  • Faith, Family & Financial Series
  • Church Legacy Protection
  • The Shepard's Retirement Legacy Plan


Annuities and Insurance for Retirement and Estate Conservation 

Insurance Products for Employee Benefits


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