Company Information

Get to know Lifetime Financial Planning for Pastors

Lifetime Financial Planning, LLC is a fee-only, fiduciary financial advisory firm that specializes in serving pastors and individuals in ministry. Founded by Kyle Augsburger, a Certified Financial Planner™ (CFP®), the company focuses on providing comprehensive financial planning that addresses the unique financial circumstances of clergy, including housing allowances, retirement planning with 403(b) accounts, and principles of stewardship. Their mission is to help pastors achieve financial clarity and freedom so they can focus on their calling without financial stress.

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Financial Financial AdvisementPRIMARY
Financial Other Service

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Lifetime Financial Planning for Pastors

United States

Founded in

2017 (9 Years)

Founded

Last online: No recent activity

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Regulated

Recommended

(73 reviews)

Cyprus

2009

(17 years)

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FSCA

DFSA

Security Information

Warning

This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.