Financial Planning for Clergy
Clergy members serve their congregations and communities while navigating financial rules that can differ significantly from those of many other professionals.
Compensation structure, housing allowances, self-employment tax treatment, retirement-plan eligibility, Social Security decisions, insurance, and personal savings all deserve coordinated attention.
Kevin Moss Financial Management helps clergy organize these moving parts and build a financial plan shaped around their ministry, family, and long-term goals.
Important Planning Topics
- Coordinating salary, housing allowance, and other compensation
- Planning for self-employment and estimated tax obligations
- Evaluating 403(b), IRA, and other retirement savings options
- Reviewing Social Security coverage and benefit estimates
- Planning for insurance, emergency reserves, and retirement income
- Keeping beneficiary and estate-planning decisions current
Educational Resources
Official Clergy Resources
Build a Financial Plan Around Your Goals
Your calling may come with an uncommon set of financial decisions. We can help you bring taxes, retirement savings, Social Security, insurance, and personal goals into one coordinated plan.