Trusted Advice

Trust

When considering a vendor for your ministry’s retirement or group benefits plan, trust is a vital component of what you need in the relationship. After all, your expectations of the team you work with to design, administer, and oversee your ministry’s retirement and group benefits plans are higher than that of your office products supplier. There’s so much more at stake for your ministry and staff.

At Envoy Financial, we know all about building relationships of trust. We’ve been working exclusively with Christian churches and ministries since 1991 and currently work with over 8,000 ministry professionals in 48 states and 60 countries. Since we work only with Christian churches and ministries, we know the legal details about designing, implementing and maintaining a 403(b) or 401(k) plan in a ministry environment. You can trust and draw upon our experience and expertise for your ministry's retirement and benefit plans.

Our executive team has over 40 years of combined experience serving Christian ministry organizations and helping them to design plans that are well-suited to the ministry’s needs, budget, and values. When you choose to work with the Envoy Financial team, you can trust us to serve your ministry and provide the advice you need.

Trusted Advice—Financial Advice

The value of the advice or counsel one receives is directly related to the experience of the advisor. Similarly, the trustworthiness of the financial advice one receives is often conversely related to the self-interest of the advisor.

Most financial services companies operate in a manner where financial representatives have a vested financial interest in the decisions of their clients. Knowing this reality, and understanding the conflict this presents, each Envoy financial employee is salaried. (Securities offered through our broker/dealer, Envoy Securities, LLC and Advisory Services offered through Envoy Advisory, Inc.)

In fact, no member of the Envoy Financial team benefits from an investment decision made by an employee of any of the organizations we serve. No one earns any commission! Every dollar of income generated by investment transactions goes directly to Envoy Financial to fund the on-going work of the company.

Trusted Advice—Biblical Perspective

We understand ministries. We understand the call to ministry, the values of ministries, and the need for Biblically-based advice for those in ministry. Each member of the Envoy Financial team is a committed Christian who is actively pursuing and growing in his or her faith.

When we work with investors, our advice is grounded in Biblical principles. Our educational materials (see sample) - which employees of every organization we work with receive prior to enrolling in a retirement plan - outline Biblical principles of financial responsibility and provide a Christian perspective on retirement: For example, retirement is not only a reward for past service, but a stepping-stone to future ministry.

At Envoy Financial, we are committed to providing advice that prepares and equips investors for lives of service.

Trusted Advice—Fiduciary Responsibilities

As a plan sponsor, you have certain fiduciary responsibilities to uphold in the leadership and administration of a retirement plan to ensure that your plan complies with Federal and other regulations.

At Envoy Financial, we are committed to helping you to meet your fiduciary responsibilities so that your organization’s retirement plan is completely in compliance. From plan design to on-going plan maintenance, we provide regular communication to your plan administrator that informs, educates and reminds about fiduciary responsibility issues.

Trusted Advice Along The Way

When you select Envoy Financial as your retirement plan partner, you join a list of associations, churches and ministries that receive Trusted Advice Along The Way: Trusted advice for leadership and trusted advice for employees. Through monthly educational correspondence and webinars, we are committed to providing Trusted Advice Along The Way to those we serve.

Some of the categories of organizations we serve include churches, rescue missions, camps and conference centers, mission-sending organizations, associations, and para-church organizations.

To learn more about how we can provide trusted advice to your organization, contact us at (888) 879-1376, ext. 209 or by email  or click here to request more information. Let us know the best way to contact you and we’ll be in touch to determine how we can serve you.