By life event
Each stage of life has unique challenges. From getting started with your first apartment to phasing out the family business for retirement, you need professional assistance. Our representatives offer solutions and guidance.
You’re finally on your own – away from home and making decisions like paying off school loans or maybe saving for a bigger apartment or a house. This is a good time to make some financial goals so you can be prepared for what’s next.
Budget and debt counseling
No matter your age or income, you can receive free assistance or answers about basic finances. We offer counseling on financial basics, budgeting and debt issues.
Look at money issues that make a big difference in your lives together.
Starting a family
Build financial security for your family’s future.
The most important thing about retirement is being ready for it. Learn how to chart a course for the future no matter what your age.
Leaving a legacy
One basic desire most people share, is to be remembered in a positive way for what they did during their time on earth. Wills and estate planning are opportunities for you to keep supporting your family or favorite charities after you’re gone. Learn how Mennonite Foundation - an affiliate of Everence, and Everence Trust Company can help.
End of life planning
You’re never too young to make end-of-life plans. Estate administration, income tax issues, retirement accounts, and business succession planning are all elements you should consider. Make it clear now what you want in the future. Learn about the Everence Trust Company.