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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

When Special Care Is Needed: The Special Needs Trust

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

Please Leave Home Without It

Please Leave Home Without It

Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.

Inflation & Your Money

Inflation & Your Money

It's important to understand how inflation is reported and how it can affect investments.


Money Draining Food Myths

These food myths will really put a drain on your wallet.

Creative Ways to Motivate Your Employees

Five creative (and inexpensive) ideas for motivating your employees.

Disability and Your Finances

In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.

Insurance Needs Assessment: When You're Young and Single

Even if you’re young and single, you should still consider protecting yourself.

The Economic Journey of Your Morning Coffee

Few contemplate the complex journey that brought their coffee from farm to kitchen table.

Earnings for All Seasons

Earnings season can move markets. What is it and why is it important?

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Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

What Is My Current Cash Flow?

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

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

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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.

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.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Principles of Preserving Wealth

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

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Rightsizing for Retirement

What does your home really cost?

Bursting the Bubble

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


Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.

Suddenly Single: 3 Steps to Take Now

Have you found yourself suddenly single? Here are 3 steps to take right now.

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

What Our Kids Can Teach us About Saving Money

Would you guess that Millennials are effectively saving for retirement? Well, they are.

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