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 Five Major Components of The Faith Based Financial Legacy Plan
Annuities and Insurance for Retirement and Estate Conservation
Insurance Products for Employee Benefits
Copyright © 2023 Caldwell Wealth Management LLC - All Rights Reserved.
We use cookies to analyze website traffic and optimize your website experience. By accepting our use of cookies, your data will be aggregated with all other user data.