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Envoy Financial: Trusted Advice Along The Way

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 1994 and currently work with over 7,000 ministry professionals in 48 states and 37 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 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, Envoy Financial was established as a non-profit ministry to serve the needs of churches and ministries.  Unlike for-profit financial services companies, each Envoy Financial LifeStage Specialist (financial representative) is a salaried member of the Envoy Financial team.  (Securities and advisory services are offered through our broker/dealer, Lincoln Investment Planning, Inc.)  The advice they provide to Christian Ministry Professionals (employees) is unbiased and untainted by a consideration of the commission they could earn on the transaction.

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 and funds the on-going work of the ministry.

Trusted Advice – Biblical Perspective

As a ministry, 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 Christian Ministry Professionals, our advice is grounded in Biblical principles.  Our educational materials (see sample) – which employees of every ministry 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 Christian Ministry Professionals 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 ministry’s retirement plan is completely in compliance.  From plan design to on-going plan maintenance, we provide regular communication to your plan administration contact that informs, educates and reminds about fiduciary responsibility issues.

Trusted Advice Along The Way

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

Some of the associations we serve include:

Christian Leadership Alliance, Association of Gospel Rescue Missions, Christian Camp and Conference Association, International Ministerial Fellowship, and National Religious Broadcasters.

Some of the ministries we serve include:

Arab World Ministries, Christian Community Foundation, Engineering Ministries International, Focus on the Family, Greater Europe Mission, Lakeside Educational Network, OMS International, Open Doors, Inc., Outreach Marketing, Simpson University, Tacoma Rescue Mission, Village Missions, Waterfront Rescue Mission, Water Street Rescue Mission, Wheeler Mission Ministries, World Team, and Wycliffe Associates

Some of the churches we serve include:

Lake Avenue Church, Black Rock Congregational Church, Mars Hill Church, Trinity Fellowship Church, Grace Community Church, The Rock Church of San Diego, and Covenant Church

To learn more about how we can provide trusted advice to your ministry organization, 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 your ministry.

In His Service,

Bruce Bruinsma

CEO and Co-Founder

Envoy Financial

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The Envoy Difference

Considering A Local Planner For Your Ministry’s Retirement Plan?

Before you sign an agreement, check out The Difference - A Guide to Envoy Financial and A Comparison To Local Financial Planners

Here are three presentations for you to view:

The Difference - A 10 minute narrated video presentation by Envoy's Executive Director Bethany Palmer that introduces you to our mission, team, service model, and illustrates how we serve ministries

The Difference: A Guide To Envoy Financial - a narrated PowerPoint presentation that explains who we are and how we serve ministries in the area of retirement plans

The Difference: A Comparison To Local Financial Planners - a comparison between Envoy Financial and local planners on eight key categories