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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

Retiring the 4% Rule

Retiring the 4% Rule

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

Social Security: Two Benefit Strategies Eliminated

Social Security: Two Benefit Strategies Eliminated

Here are several important changes to Social Security that may impact how and when you can begin taking income benefits.

The Power of Compound Interest

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

 

Strategies For Managing Student Loan Debt

Five strategies for managing your student debt.

Buying Auto Insurance For Teen Drivers

Tips on insuring your teen driver.

Planning for the Expected

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

Protection Against Uninsured Drivers

You’re hit by an uninsured driver. Now what? Are you protected against financial losses?

Types of Stock Market Analysis

Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.

Healthy Body, Healthy Pocketbook

Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.

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How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Inflation & Retirement

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

Taxable vs. Tax-Deferred Savings

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

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.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

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Principles of Preserving Wealth

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

An Inside Look at Retirement Living

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

Protecting Those Who Matter Most

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

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Managing Your Lifestyle

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

Long-Term-Care Protection Strategies

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

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What Our Kids Can Teach us About Saving Money

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

When Special Care Is Needed: The Special Needs Trust

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

Coaches

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

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.

Should You Tap Retirement Savings to Fund College?

Three things to consider before dipping into retirement savings to pay for college.

An Arm and a Leg

A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.

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