Our Team
For years, I've been committed to educating and empowering ministers to take control of their financial futures. I believe that every minister deserves to retire with confidence, knowing their financial needs are met. I offer personalized guidance and support, helping clergy navigate the complexities of retirement planning and make informed decisions that align with their values and goals.
I want my clients to fully understand their options and feel empowered to make the best choices for themselves and their families and I'm passionate about helping ministers build a legacy that extends beyond their years of service. I work closely with each client to develop a comprehensive retirement plan that addresses their unique circumstances and aspirations. Whether you're just starting your career in ministry or approaching retirement, I can provide the expertise and support you need to achieve your financial goals.
Mike Croslow
My passion is supporting individuals, families, and business owners to help them take control of their financial futures. I believe retirement planning is about more than building savings, it’s about creating a steady, reliable income strategy that supports your lifestyle and gives you confidence about the years ahead.
My approach is highly personalized. I take the time to understand each client’s unique circumstances, goals, and concerns so we can build a retirement income plan that fits both their needs today and their vision for tomorrow. From coordinating Social Security and investments to organizing retirement income sources, my goal is to simplify the complex and provide clear, practical guidance.
I want my clients to feel empowered, informed, and confident about the decisions they’re making, not just for their retirement, but for the legacy they’ll leave behind.
Lori Croslow Avant
Maximizing Housing Allowance
The Housing Allowance (IRS Code 107) is one of the most powerful tax benefits available to clergy, but many pastors aren’t taking full advantage of it. Mike Croslow and Lori Croslow-Avant specialize in helping pastors not only maximize their housing allowance deductions during active ministry, but also position themselves to continue receiving this benefit into retirement. With years of experience working alongside pastors and church leaders, they’ll help ensure you’re set up to make the most of this valuable opportunity now and for years to come.
At the Croslow Agency, we create personalized retirement strategies for individuals, families, and those serving in ministry. Our team helps clients maximize retirement benefits, navigate unique considerations like the minister’s housing allowance, and prepare for life’s transitions with confidence.
By combining safe money strategies with a clear roadmap, we provide practical guidance that helps clients manage their resources wisely and achieve lasting financial security.
Contact Us
Better yet, see us in person!
It is never too early to get started on your investment plans. Tell us more about your goals, and we will get you started on a plan to achieve them.
Hours
Today | Closed |
