NONPROFITS & CHURCHES

Benefits | Deferred Compensation | Rabbi Trusts | Succession Planning

Benefits

Deferred Compensation

Rabbi Trusts

Succession Planning

Strategic Legacy Partners helps Churches and Nonprofits ensure their Senior Level Pastors and Officers are comprehensively cared for during their years of ministry, while protecting them and the organization from unforeseen events.

Our custom plans, which are widely used across the country, bless and provide for the Pastors/Officers and their families, encourage them to remain with the organization, complete their compensation picture in later years, and are an important part of retirement and succession planning.

OUR SERVICES

We Create Customized Benefit Plans to Match Your Unique Needs and Budget

Our goal to equip Non-Profits and Churches to care for and protect their Senior Level Officers and Pastors is achieved through Executive Protection Plans. The plans are a promise to pay benefits at a later date, are an addition to 403(b) plans, and provide the Officer/Pastor with a predictable plan for retirement.

The components of an Executive Protection Plan include:

Restricted Executive Bonus Agreement

DEFINED CONTRIBUTION INSIDE A RABBI TRUST

Disability Insurance

Long Term Care

Securities offered through Lion Street Financial, LLC., Member FINRA/SIPC.

Investment advisory services offered through Lion Street Advisors, LLC., a registered investment adviser.

Lion Street Financial, LLC is not affiliated with Strategic Legacy Partners, LLC or Lion Street Advisors, LLC.

This site is published for residents of the United States only. Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all of services referenced on this site are available in every state and through every advisor listed. For additional information, please contact Strategic Legacy Partners at 817-527-5460 or info@stratlegacy.com.