(417) 221-9981 | (949) 900-0046 Service@KingdomFinancialInsight.com

Changing the Way the Church Plans Their Future

Ministry - Investments - Retirement

Start Shaping Your New Life Today

Dedicated Team of Experts Working with your Pastor

KFI will build a team of financial experts to work hand in hand with your Pastor and church staff.

Robust 403(b)(9) Plan

Our advisors will build a robust plan specifically designed for your church/ministry.

Coaching

Our expert team will help guide and support your church board and Pastoral staff. How? We do this by helping you to increase and grow in your financial and charitable sectors, so that your overall ministry can grow successfully. 

Charitable Education

Let our team help you increase giving by coaching your congregation on the many charitable giving strategies available that many will want to take advantage of.

 Guiding your Financial Decision with Ministry Minded Experts

Is This Right for Me and my Staff?

Are you one of the many churches who have desired better investment options in your plan, or would simply like to have a plan designed for your church which is independent of denominational constraints? We have JUST that plan for you.
Or are you a minister or pastor who doesn’t know who to turn to when discussing your personal financial dreams and goals? Possibly you would like to keep your personal finances “under the radar” and free of community or congregational scrutiny. We will be that independent resource with the experience and knowledge you seek, and be the advisor with a heart for serving the ministry community. 
We understand the stresses of being a ministry worker and that’s exactly why we created Kingdom Financial Insight. We have the experience of working with ministers missionaries and churches, so we understand the pressures you face. Most important, as God leads, we also desire that you are able to stay in the field of your calling and retire comfortably. Up to 75% of people currently working in ministry will leave the field because of finances. Our expert advisors will map out a specific game plan for your financial security now and into your future. 

What Are the Benefits of a 403(b)(9) Plan for me?

Plans offer retired ministers the ability to have retirement distributions designated as housing allowance

If you’ve retired from ministry, you need to know the benefits that are available to you.

All employees are eligible

All employees of the church are eligible unless specifically stated otherwise.

What are the tax advantages?

There are plenty of tax advantages. Here are a few:

 

  • Employer contributions are not subject to Social Security tax or income tax at the time of the contribution.
  • Tax-sheltered participant contributions are not subject to income tax until distributed.
  • Tax-sheltered participant contributions by ministers are not subject to Social Security tax.
  • Rollovers from other eligible retirement plans or Traditional IRAs are possible without tax consequence.
  • Earnings on all contributions and rollovers are tax-deferred.
  • Earnings on Roth elective deferral contributions can be withdrawn tax-free if certain conditions are met.
  • Retirees who are ministers may have retirement benefits designated as a tax-free housing allowance within legal limits.

Types of plan contributions

  • Participants can make tax-sheltered, after-tax, or Roth elective deferral contributions.
  • Employers can make a tax-sheltered contribution on behalf of their employees.

What sets Kingdom Financial Insight apart?

We have been exactly where you are at, we know where your heart is and how you want to spread the gospel to others. But we know that your financial stability is at risk. We want to give you and your staff the “peace of mind” so that you are free to effectively focus, serve, and grow your ministry. Our expertise and knowledge will be passed on to you. Let’s plan together.

The Kingdom Approach

One of our expert advisors will sit down with you or your staff for a complimentary consultation. We’ll get to know you first, what your goals are, where you stand financially, and how you envision your future. 

We will then educate you about the benefits and options you have as well as map out your unique personal goals.

How It Works

Schedule a Complimentary Consultation

Sit down with one of our reps for your complimentary consultation, go over your plans, goals, and retirement target. We look forward to working with you.

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Learn Your Benefits

Map out your plan and review options available to you. 

Ongoing Monitoring

We provide an annual check-up to make sure you are on track to reach your financial goals and make retirement something you don’t have to worry about.

Don’t Wait Any Longer. Start Creating Your New Divine Path Today! (Jeremiah 29:11)