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
A Decision Not Made Is Still a Decision
Investors who put off important investment decisions may face potential consequence to their future financial security.
Global vs. International: What’s The Difference?
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
Investments
You’ve made investments your whole life. Work with us to help make the most of them.
Volunteering in Retirement
For many, retirement includes contributing their time and talents to an organization in need.
How to Appeal Your Property Taxes
For homeowners who think their property taxes are too high, there are ways to appeal.
Three Key Questions to Answer Before Taking Social Security
When to start? Should I continue to work? How can I maximize my benefit?
When Life Insurance Becomes Taxable
Life insurance proceeds are generally tax-free. But not in all cases.
Choosing a Retirement Plan that Fits Your Business
To choose a plan, it’s important to ask yourself four key questions.
Why You Need an Estate Strategy
Do you have an estate strategy? You should.
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Paying Off a Credit Card
Enter various payment options and determine how long it may take to pay off a credit card.
Tax Freedom Day
Assess how many days you'll work to pay your federal tax liability.
Saving for Retirement
This calculator can help you estimate how much you may need to save for retirement.
What Is My Current Cash Flow?
Assess whether you are running “in the black” or “in the red” each month.
Lifetime of Earnings
Estimate how much you have the potential to earn during your working years.
Federal Income Tax
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
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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.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
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
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The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
Emerging Market Opportunities
What are your options for investing in emerging markets?
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
Rightsizing for Retirement
What does your home really cost?