Focus on the mission. We have you covered.
An industry-changing approach to financial planning and
benefit management
We understand the unique challenges of churches and missional organizations.
We offer unique tools and insights developed over decades of specialized service to help you optimize the foundational life resources of your team so you can focus on your mission.
HMO, PPO, HRA (QSEHRA & ICHRA)
Ministry sharing plans
Vision & Dental
Life Insurance
Disability & Long-term care
Financial benefit planning
Deferred compensation plans
Rabbi trust
Pre-tax/Post-tax strategies
403(b)
Services
Financial benefit planning
Healthcare solutions
Deferred compensation (Rabbi trust)
Pre-tax/Post-tax strategies
Compensation Benchmarking
403(b)
Securities offered through Lion Street Financial, LLC (LSF), member FINRA, SIPC. Investment advisory products and services offered through Lion Street Advisers, LLC (LSA), an investment adviser registered with the SEC. Stewarded. and the above firms are not affiliated. LSF and LSA do not provide tax or legal advice. 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 services referenced on this site are available in every state and through every advisor listed.
Lion Street ADV2, Lion Street CRS
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