ClergyPlanning & Dresner Financial Planning is a specialized financial services firm that focuses on providing tailored financial planning and investment advice, with a particular emphasis on serving members of the clergy and faith-based communities. With decades of combined experience, the firm offers clients personalized strategies that align with both financial goals and ethical values. ClergyPlanning is known for its deep understanding of the unique financial challenges faced by religious professionals, including housing allowances, retirement benefits, and tax considerations.

Through Dresner Financial Planning, the firm extends its services to a broader client base, offering fee-only financial advice with a fiduciary commitment. Their planning approach is holistic, encompassing retirement planning, investment management, and tax guidance. The team operates with transparency and integrity, striving to educate and empower clients through all stages of their financial journey. They are active in professional organizations such as the National Association of Personal Financial Advisors (NAPFA) and often contribute to community education through financial seminars and clergy workshops.

Website: https://www.clergyplanning.com/

Key Services:

– Comprehensive financial planning for clergy and faith-based professionals
– Retirement and pension planning
– Investment management and portfolio construction
– Tax-aware financial strategies specific to clergy compensation
– Fee-only fiduciary financial advising
– Estate and legacy planning
– Social Security and Medicare guidance
– Financial education workshops and clergy benefit consultations