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Financial Planning for
Christians.
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“For
I know the plans I have for you," ……declares the LORD, "plans to
prosper you and not to harm you………plans to give you hope and a
future.
Jeremiah 29:11
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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
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Dr. Dewey Squyres,
DOM, San Francisco, California
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Rev. George Yates, Son C.A.R.E. Ministries, CCBA Operations Manager
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Dr. Michael Stewart, DOM, Central
Coast Baptist Association, Pastor Fellowship of San Martin, California
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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?”

Buddy C amper
RFC, CEP,
a national Certified Estate Planner
and Registered Financial Consultant, is the Co-Founder of Asset
Planning Ministries and manages the ministry’s operations in the
central and eastern US. A graduate of the University of Texas, Buddy
built an enterprise size publishing business in the southwest
consisting of newspapers and magazines. Buddy has now dedicated
his time and money to the APM ministry full time. Buddy and Wayne
Rogers attended high school together and share the same giving heart.
Buddy is a frequent speaker on wealth planning, debt reduction and
church asset management strategies nationwide. “What we do here is
very exciting” Buddy says. "We help churches, pastors and members make
the most of their hard earned assets. We work for the Kingdom, and it's the best job
there is, that's for sure".
Senior Financial Ministers Serving Kingdom
Churches and Members
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Ben Shackelford |
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Pastor Mike Biggs |

Dr. Bob Lewis |
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 John Seitzler |

Robert Shemwell |

Roger Bietz |
Jim Davidson |
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Pastor Dick Roberts |
 Ken Walbridge |
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Richard Sweatt |
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Pastor Jason Williams |
 Co-Founder Buddy Camper |

Co-Founder Wayne Rogers |

Pastor Brad Sheffield |
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)
Society of Certified Senior Advisors (CSA)
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.
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Important
A Special Asset Planning
Ministries Note for Seniors
Asset Planning Ministries fully
supports all efforts to protect seniors (and everyone else) from
financial, investment, insurance and estate planning scams and frauds, which are designed
to mislead, misrepresent and take advantage of seniors. In
particular, APM fully endorses California Senate Bill 620, which
among many things protects seniors from unscrupulous, high
pressure and fraudulent investment, life and annuity sales
practices, especially when such activities are conducted in a
senior's home. Under most
circumstances, SB 620 requires a 24 hour notice to California
seniors before a salesman or representative can visit their home. This
requirement is intended to prevent un-announced, high pressure
sales tactics directed at California seniors 65 and older.
Go here for details of California
Senate Bill 620.
Additionally, Living Trust Mills, where a free seminar
on living trusts is conducted, usually by a non attorney, with the
primary intent of determining the assets of the senior, then using
that information to pressure a senior into leaving assets to the
presenters in some fashion or purchasing unsuitable financial or
insurance products is highly illegal.........and immoral in APM's
opinion. Go here for
more information.
All credible, honest and authorized
financial planners, accountants, securities brokers, attorneys and insurance
professionals are state or national licensed, certified or both.
Always ask to see the credentials of these professionals before
you work with them or use their services.
APM encourages you to ask to see
the license or credentials of any of our APM Financial Ministers
or staff
that you speak with or help you. We will not be insulted but in fact very
pleased that you are doing your homework and protecting the assets
God has given you! |
Contact the Ministry
Office at the listed numbers or the Central Coast Baptist Association to
schedule a Wealth Planning session at your church.
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