Fruit In Its Season Wealth Management
Helping You Retire on Your Own Terms and Protect the Ones You Love
Expert Financial Guidance for Ministers
Experienced Wealth Management for Ministers
At Fruit In Its Season Wealth Management, we specialize in providing comprehensive financial services tailored specifically around Housing Allowance for ministers. Our core services include retirement planning, annuities, and life insurance, each designed to offer peace of mind and financial stability. With over 30 years of experience in the financial services industry working with tax-exempt organizations such as churches, the founder Aston... Read more
Retirement Solutions for Faith Leaders and Their Communities
We offer a range of services designed to meet the specific financial needs of ministers and their community. Our retirement planning service is tailored to provide ministers with the knowledge and tools necessary to retire on their own terms. By offering no-obligation, no-cost retirement planning education, we ensure that ministers have access to the information they need to make informed decisions about their financial future.
Annuitie... Read more
Dedicated Support for Ministry Financial Health
Our commitment to quality service and personalized financial solutions sets us apart. We believe that a minister's first ministry should be their family, and we strive to support this mission through expert guidance and comprehensive financial planning. We have the expertise needed to navigate the unique financial challenges faced by ministers. Our high-touch service model ensures that we are always available to assist ministers and their ch... Read more
Tax-Deferred Retirement Savings
Offers ministers the benefit of tax-deferred savings, allowing contributions to grow without being taxed during accumulation phase or during decumulation phase to the extent that withdrawals can be justified as housing expense. This means more of your money works for you, compounding over time to create a robust retirement fund. By eliminating taxes, ministers can maximize their savings and benefit from potential long-term growth.
Enhanced Employer Contributions
Many include employer contributions, significantly boosting your retirement savings. Churches can match a portion of the ministers’s contributions, effectively increasing the amount saved for retirement. This valuable benefit enhances financial security and helps ministers build a more substantial retirement nest egg.
Flexible Investment Options
Offer a variety of investment options, allowing ministers to tailor their retirement portfolio to meet their individual needs and risk tolerance. From conservative to aggressive investment strategies, ministers can choose the right mix of assets to align with their retirement goals and time horizon. Each retirement plan is personalized.
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