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Prior to entering the financial services industry, I spent fifteen years of my professional life serving in congregational ministry. And because of that, I know firsthand the unique financial challenges that clergy face.

Since then, I have helped countless individuals get more prepared and confident with their personal finances, while allowing them to concentrate on what matters to them most: their ministry. After working with me, they worry less about their finances and can focus more on their congregation and their family.

If you are interested in learning more about what I do and how I do it, give me fifteen minutes of your time and let's see if I can share two or three ideas with you that will provide immediate value, and find if there might be a way we can work together.

Time to schedule a review or spend some time examining your finances?

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Jacob Caldwell is an agent of First Financial Group, an agency of The Guardian Life Insurance Company of America® (Guardian), New York, NY.