Churches & Non-Profits

The non-profit world is a unique and often neglected group when in comes to financial matters.  The laws and vehicles available to them are also unique and typically require some specialized expertise that can be hard to find. Wells Wealth Strategies has experience working with churches, seminaries, K-12 schools both public and private, missionary organizations, and charitable groups, and we are familiar with the unique opportunities available to each of these entities.
 
 

Pastors and Clergy

 
Pastors in particular have unique opportunities when it comes to financial planning that most investors do not have access to you, most notably regarding housing allowance, and the choice to opt out of social security.  We believe it is important that pastors have proper guidance from a trusted advisor before making decisions that could have long-term implications.
 
 

Speaking engagements

 
If you would like Chris to speak to your staff or congregation on financial matters, please email him at chris@wellswealthstrategies.com
 

Group Insurance

  • Health Insurance
  • Long-Term Care Insurance
  • Disability Income Insurance
  • Life Insurance

Financial Planning1

  • Employee Financial Planning
  • Educational Seminars

Business Planning and Estate Planning Strategies

  • Buy-Sell Plan Funding
  • Non-Qualified Retirement Plans
  • 401(k) Retirement Plans

Retirement Plans

  • Individual Retirement Accounts (IRAs)
  • Simplified Employee Pension Plans
  • SIMPLE Plans
  • 401(k): Owner 401(k), Roth 401(k)
  • 403(b)(7) (non-contributory)
  • 403(b)(1)
  • Pension/Profit-Sharing
  • Keoghs
  • 412(E) Plan

Executive Benefits

  • Bonus Plans
  • Deferred Compensation Plans
  • Split Dollar Plans
  • Group Carve Out

Business Continuation Programs

  • Key Person Coverage
  • Buy-Sell Agreements
  • Succession Planning
  • Business Overhead Expense
  • Disability Buyout
  • Employee Stock Ownership Plans (ESOP)

Life insurance and annuities are issued by AXA Equitable Life Insurance Company (New York, NY) and by various unaffiliated companies. Disability insurance, long-term care insurance and health insurance are underwritten by unaffiliated carriers and offered through AXA Network, LLC, an insurance brokerage affiliate. AXA Network conducts business in CA as AXA Network Insurance Agency of California, LLC, in UT as AXA Network Insurance Agency of Utah, LLC, in PR as AXA Network of Puerto Rico, Inc.

1 Fee-based financial planning is offered by financial professionals who are investment advisor representatives.

GE-113123 (4/16)(Exp 4/18)