Financial Planning for Christians.

Asset Planning Ministries is a Non-Profit Christian Ministry of the Central Coast Baptist Association, California and partnered with the Tarrant Baptist Association, Texas.  The ministry serves the financial, educational and wealth planning needs of Pastors, Churches and Members, at no cost or fees.  The ministry is an outreach of the CCBA and serves all Christian denominations and their members.

The same services are provided to the secular community through workshops at churches nationwide.  The secular workshops are a no cost outreach and evangelical effort on behalf of the church.

APM charges no fees or costs for the services we provide.  The APM ministry is a fully funded, non profit ministry.

Family goals financial planning, debt reduction and family wealth planning is our mission priority.  The ministry uses only Christian Principles and biblically based foundations in its financial planning for Christians.  All services provided are free of any service charge, cost or fees to those we help. 

“There is another serious problem I have seen everywhere—savings are put into risky investments that turn sour and soon there is nothing left to pass on to one’s son.  The man who speculates is soon back to where he begins.”   

Ecclesiastes 5:13-15

How Pastors, Churches are Members are Served…

As professional Financial Planners, we work only for those we serve, not a particular investment company (banks or credit unions) or insurance institution.  APM serves and is responsible only to the families we serve.  We make sure we are providing the most accurate, unbiased information possible concerning the hard earned money of those Christians.  How suitable a particular investment or insurance product (annuity, life insurance, long term care protection, etc.) is for your individual family and personal situation is the primary concern for our financial planning.  One size NEVER fits all and we will provide you with a unique financial plan, showing you all of your options of a solid financial roadmap for the rest of your life.

The ministry also builds financial plans that can secure a Church's financial status for years to come. 

Members and churches more secure in their financial future are more comfortable giving and serving....and the Great Commission is better served.

A major focus of the ministry is to secure the current and retirement needs of our pastors.  We help them work through debt reduction and focus on a daily living financial plan that will keep the secure where they can focus on the need of others.  Through structured, systematic plans, some underwritten by their church and themselves, pastors can be assured of having the funds necessary to continue their work for the Kingdom, long after leaving the pulpit full time.  Retirement pension annuity plans (using modern insured methods) can be put together for members and pastors that will provide guaranteed incomes for the rest of their lives and prevent the loss so common in their retirement accounts.

“The plans of the diligent lead surely to plenty, but those of everyone who is hasty, surely to poverty."  Proverbs 21:5

How the Ministry Works…

We work face to face and heart to heart.  Only by looking at the whole picture can we devise a financial plan that will provide the greatest benefit to either a Church, Pastor or Member. 

Before anything else can be done, the member's or family's values and spiritual values must be determined.  Without taking that into consideration, no plan will work in the long run. Go here for Financial Planning and Spiritual Values.

In the beginning, a biblical based group discussion at the local church is presented to those interested in wealth and financial planning.  The sermon workshop touches on all of the critical planning topics that address funding issues, asset protecting and growth, possible insurance needs, social security, Medicare, personal finance and debt issues.  Some of the benefits, limitations and suitability of Long Term Care, various Annuities, property, investments and Saving Accounts are discussed.  Again, one size NEVER fits all and while some investments or insurance plans or annuities might be perfect for some, they certainly are not suitable for others and together, we will work through what best fits your needs and values.

Soon after the initial workshop, individual financial planning meetings are scheduled with members to evaluate their current situation, understand their wishes and work up the best financial and insurance strategies for their particular situations.  It is a plan based on their hopes and dreams, matched to their resources.  It is something they can accomplish.

After what might become several meetings, a values based, financial plan is generated.  The plan is a roadmap for the member to use in accomplishing their financial hopes and dreams.  Members are free to act on the plan themselves or if they want assistance in dealing with financial or insurance institutions, their APM Financial Minister and the ministry will provide that help.  Every APM Financial Minister is full licensed and appointed in the states where they serve to provide the required planning and implementation for those we serve.  Asset Planning Ministries has specialists in virtually every area of financial planning, including legal, estate planning, market investments, insurance and retirement pension plans.

The burden of actually doing all the tasks necessary to put a complete plan in place is lifted from those we serve as the ministry can take care of all the paperwork and can act as the member's agent, advisor or trustee.  This assures the plan will be put in place and bring the greatest benefit to those we serve.  Your APM Financial Minister will follow up with your family or church every 6 months to see if your plan is still the most effective it can be as life changes happen along the way.

Outreach and Evangelism for the Local Church…

A primary focus of the ministry is outreach along with evangelism on behalf of the local church. 

The ministry is geared to help your Association and local Churches spread the Gospel and win lost souls with cost free Asset Planning Ministries Wealth Planning, Get Out and Debt and Stay Out, Preventing and Recovering from Identify Theft, and other workshops for the outside community. 

After the initial Asset Planning Ministries Workshop at the local church has been completed, the same workshop is offered to the secular community surrounding the local Church. 

This is done by a direct mail campaign and the local church is the location of the workshop.  The surrounding community is offered something of great interest and value to them, at no cost.  Multiple workshops are offered as necessary. 

The local church then has the opportunity to meet with the attendees and offer God’s love and the benefits of being a member of God’s family and their local church.    

The cost to the local church is limited to the type of hospitality that is customary for them.  This could be as simple and inexpensive as donuts and coffee all the way to perhaps a pot luck, buffet meal to spend the maximum amount of time with the outside attendees. 

This outreach program can be done each year at the local church.  Completely new and different attendees will be present each time, offering continuing opportunities to reach new people.

What is the Cost of the Service to Those We Help…?

Nothing. 

We are blessed to be able to provide this ministry and service at no cost to those we serve. 

Asset Planning Ministries is a fully-funded non-profit ministry supported by the founder's Private Foundation Trust. It is a non-profit ministry of various church associations nationwide.  Proceeds from the services provided to Insurance and Financial institutions (paid by them, not by those we help) are used to promote Kingdom causes such as missions, church planting and other ministries committed to spreading the Gospel. 

So, if you have used the services of APM, then you have also contributed to helping spread the Gospel!  Go here to see how you may have already helped.

APM is organized and committed to never accepting donations, contributions, love offerings or any form of compensation from those we serve.  Our ministry is to serve and give.

Statements About APM...

Go Here

• Dr. Glenn Prescott, DOM, Golden Hills Baptist Association, Pastor Tiburon Baptist Church, California

• Dr. Dewey Squyres, DOM, San Francisco, California

• Rev. George Yates, Son C.A.R.E. Ministries, CCBA Operations Manager

• Dr. Michael Stewart, DOM, Central Coast Baptist Association, Pastor Fellowship of San Martin, California

• Joe House, Deacon, Park Victoria Baptist Church

About Our Ministry Founders…

Wayne Rogers RFC, CEP is the Co-Founder of Asset Planning Ministries, a national Certified Estate Planner and Registered Financial Consultant. 

“It was time to give something back.”  And with that statement Wayne and his partner Buddy Camper  started and funded  Asset Planning Ministries.  “God has blessed my life beyond belief .....and with Asset Planning Ministries, I have the opportunity to give something back, doing what I love and know how to do best”. 

Since 1982 Mr. Rogers has served as the President and CEO of PSR-SemRay, Inc., a private venture capital company located in the heart of silicon valley.  Mr. Rogers holds masters degrees from Commonwealth College of Sciences, University of Houston.  His company has funded and managed dozens of start-ups and mature companies including International Scientific Instruments, Inc., American Optical Electron Optics, Inc., IBS, Inc., The Russell Group, Inc., MicroLabs, Inc., UltraTest International, Inc., RSpeed Networks, Inc. and Pro Series, Inc. 

Stepping back from the corporate world, Wayne, along with Buddy, now runs the nation wide Asset Planning Ministries full time.  Wayne is a former member of First Baptist Church of Morgan Hill, California, where he served as the church's first Chairman of the Board of Directors and as the Administrator of the church for over a decade.  Along with Dr. Michael Stewart of the Central Coast Baptist Association, Wayne is now part of a new church start team, the Fellowship of San Martin Baptist Church, in San Martin, California.  Wayne has been married to Karen Rogers for over 42 years.  Karen also served as the Treasurer of the Central Coast Baptist Association.

Wayne says, “I have the best job in the world.  What we do here is extremely rewarding.  We help people plan and make the most of their hard-earned assets.  We never put any of their money at risk, and where suitable, we get them stock market linked returns without the risk, guaranteed by an insurance company.  By securing the financial future of people, you give them the opportunity to relax and enjoy what God has given them.  You give them the chance to help others, their churches and associations.  What could be better than that?”

Ministry Resources

Certified Financial Planners (CFP)

Certified Public Accountants (CPA)

Estate Attorney

National Institute of Certified Estate Planners (CEP)

International Association of Registered Financial Consultants (RFC)

Certified Public Accountant (CPA)

LifeWay Certified Christian Financial Stewardship

National Council of Elder Planning Specialists

Private Family Foundation Trust Lifetime Grant

State Specific Investment Securities and Insurance License

Credentials and License are specific to individual APM Financial Ministers 

Insurance license, securities license, appointments, law license are state specific.  Please inquire.

Contact the Ministry Office at the listed numbers or the Central Coast Baptist Association to schedule a Wealth Planning session at your church.