Retirement Planning

for Churches and Non-Profits

Non-profit organizations serve our people and communities, and Eagle Wealth Management Group is committed to providing that exceptional service back to them in retirement. We will invest the time required to understand your group’s needs and take a calculated, problem-solving approach to generate creative solutions for your specific situation. If you already have a current plan in place, it may be time to evaluate:

  • Does your plan provide all the benefits currently available to churches?
  • Does your plan compare in key areas such as cost, investment selection, and performance?
  • Do all parties involved in the operation of the plan understand their responsibilities, and are they held accountable?

Review Your Group’s Plan Today!

Principles & Core Values

Each of our clients can expect to experience the core values that define our business.

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Eagle Wealth Management Group 403(b)(9) Church Plan

We specialize in individual and group 403(b) plans. A 403(b)(9) plan is a defined contribution plan geared towards the distinctive needs of evangelical churches or church organizations. Unlike typical 403(b) plans, the 403(b)(9) Church Plan is not subject to ERISA requirements. In addition, this Church Plan offers special distribution methods for retired ministers. All church employees are eligible to participate, however, the employer has some flexibility in determining eligible employees for employer contributions. Your planning will include a customized plan document and a wide selection of investment choices from various companies, all at a very low cost. For additional information, schedule a complimentary consultation below!

Logos Retirement – 403(b)(9) Church Plan

Eagle Wealth Management Group partners with Calvary Chapel Ramona to offer this retirement plan designed specifically for independent, non-denominational churches. This plan was originally designed for Calvary Chapel Churches but is now available to all non-denominational churches. Our desire is to help the small (or not so small) independent, non-denominational churches receive the same benefits and retirement plan choices as large mainline denominations while maintaining their independence. Logos Retirement is a comprehensive retirement program available to all church employees – pastors, support staff, school and bookstore personnel, etc. A low-cost competitive fee structure makes this plan affordable for any size church. This plan’s outstanding plan offerings help employees reach their retirement goals.

Pastors Legacy Plan

Doug Eagle and William Wright teamed up with Poimen Ministries to create Pastors Legacy Plan. This collaboration happened in an effort to address one of the greatest shortfalls facing pastors today: protecting their families and providing for the next generation after they pass away. After many years of working with churches and pastors, we have found this area is often overlooked, and yet it is at the core of loving families beyond our own existence. In everything we do, we believe pastors deserve to have a legacy plan that represents their love for their family, church, and next generation so they can experience true spiritual and financial peace of mind.

For more information about Pastors Legacy Plan or to schedule a free consultation, fill out the form below!

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DSTs
(DELAWARE STATUTORY TRUST)

The Time is Now

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