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Share a few details and we'll follow up personally about your Retirement Checkup. This is the fastest way to make your first call productive, because we can look at your situation before you ever talk. There's no cost to reach out, and no obligation.
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The Pastor Retirement Checkup is a focused, one-time review that provides general education and observations about retirement readiness, not a guarantee of any particular result. Legacy Path Advisors is a Registered Investment Adviser registered in the State of Tennessee. Registration does not imply a certain level of skill or training. We do not sell products or earn commissions. Clergy tax topics such as the Social Security opt-out and the housing allowance are presented as general education, individual situations vary, and we coordinate with your qualified tax and legal professionals when appropriate. Our Form ADV and Form CRS are available on request.