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.
Learn MoreWelcome 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
Life and Death of a Twenty Dollar Bill
How long does a $20 bill last?
Rebalancing Your Portfolio
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Keeping Up with the Joneses
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Debt Stress
There’s a link between debt and stress.
Creative Ways to Motivate Your Employees
Five creative (and inexpensive) ideas for motivating your employees.
Countdown to College
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Insurance Needs Assessment: When You're Young and Single
Even if you’re young and single, you should still consider protecting yourself.
Password Protection Strategies
Simple steps may help you foil hackers and protect your privacy.
A Home Insurance Claim: To File Or Not To File
Learn when it may not make sense to file a claim on your home insurance.
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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.
Comparing Mortgage Terms
Estimate the total cost in today's dollars of various mortgage alternatives.
Historical Inflation
This calculator shows how inflation over the years has impacted purchasing power.
Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
Contributing to an IRA?
Determine if you are eligible to contribute to a traditional or Roth IRA.
What Is My Life Expectancy?
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
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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.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
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.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
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Saving for College 101
Here’s a crash course on saving for college.
Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
Should You Invest in Exchange Traded Funds?
There are hundreds of ETFs available. Should you invest in them?
Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Can Election Results Predict the Market?
How do the markets usually react to elections? Was the 2016 election any different?
Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.