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Stewardship Advisory Group, LLC - Ocoee, Florida

Call Us: (407) 470-1405

 
What to Do When You Lose Your Wallet Perception vs. Reality 16 Wall Street Cliches in 60 Seconds

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

The Facts About Income Tax

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

Four Great, Unexpected Places to Raise a Family

Four Great, Unexpected Places to Raise a Family

Here are 4 great, and sometimes unexpected, places to raise a family.

What Do Your Taxes Pay For?

What Do Your Taxes Pay For?

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

 

Do Your Kids Know The Value of a Silver Spoon?

You taught them how to read and how to ride a bike, but have you taught your children how to manage money?

Value vs. Growth Investing

Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.

Is a SEP-IRA Right for Your Business?

For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.

Earnings for All Seasons

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

Password Protection Strategies

Simple steps may help you foil hackers and protect your privacy.

Understanding the Alternate Valuation Date

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."

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Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

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.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

Bi-Weekly Payments

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

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An Inside Look at Retirement Living

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

Managing Your Lifestyle

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

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Protecting Those Who Matter Most

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

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.

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Emerging Market Opportunities

What are your options for investing in emerging markets?

Bursting the Bubble

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

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

Saving for College 101

Here’s a crash course on saving for college.

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