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How We Do Business

 

We are prepared to help you pursue your financial objectives with wisdom and integrity through the lens of Biblical Stewardship.

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Corporate Goals

 

We educate our clients and take the mystery out of wise stewardship, investing, insurance, estate planning and preserving wealth.

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Our Team

 

We are blessed with a team of servant-leaders, ready to guide you on your journey to true financial freedom and generosity.

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Welcome to Stewardship Advisory Group

 

FOR OVER 30 years Stewardship Advisory Group has been helping people become good stewards of their God-given resources, and wisely plan for their financial future.

Stewardship Advisory Group has a passion for helping people:

  • Gain Enhanced Clarity and Confidence about their Financial Future
  • Properly Plan their Finances & Estates
  • Get on the Journey to Achieve True Financial Freedom
  • Integrate Biblical Stewardship Principles and Wisdom in all their Decisions
  • Further the important work of Churches & Ministries and Experience the Joy of Generous Giving
  • Fund their Vision through Tax Savings

Helpful Content

Planning for the Expected

Planning for the Expected

You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.

Fallen Tree Damage—Who Pays?

Fallen Tree Damage—Who Pays?

Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.

Retiree Health Care Coverage Overseas

Retiree Health Care Coverage Overseas

Retirees traveling abroad need to know that their health insurance travels with them.

 

Do You Owe The AMT?

If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

What Do Your Taxes Pay For?

Here's a breakdown of how the federal government spends your tax money.

Healthcare Costs in Retirement

Without a solid approach, health care expenses may add up quickly and potentially alter your spending.

Prevent a Rift: Money Tips for Newlyweds

Couples may be able to head off many of the problems in a marriage that money can cause.

Putting a Price Tag On Your Health

Being healthy not only makes you feel good, it may also help you financially.

And the Executor Is

The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.

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Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

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Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

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Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

Women and Retirement

Women must be ready to spend, on average, more years in retirement than men.

Rightsizing for Retirement

What does your home really cost?

Can Election Results Predict the Market?

How do the markets usually react to elections? Was the 2016 election any different?

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

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