Empowering Your Retirement

I am a Financial and Retirement Planner with a unique focus on serving the needs of churches and ministers.  I understand the specific financial challenges faced by clergy, particularly when it comes to retirement planning.  My expertise lies in crafting customized 403(b) plans and implementing safe money strategies that prioritize both growth and security.

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.

Housing Allowance (IRS Code 107) is a very significant tax benefit for clergy. Let Mike help you maximize your housing allowance deductions and insure that you are positioned to receive this awesome benefit, even in retirement.