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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

You May Need to Make Estimated Tax Payments If…

You May Need to Make Estimated Tax Payments If…

Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.

Bursting the Bubble

Bursting the Bubble

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

Making Sense Of A Home Warranty

Making Sense Of A Home Warranty

Understanding the value of a home warranty.

 

Insurance Needs Assessment: Married With Children

When you’re married and have children, insurance needs will be different.

What Is an Annuity?

Annuities are versatile tools that can help you save for retirement and generate income in retirement.

Traditional vs. Roth IRA

One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.

Understanding the Basics of Medigap Policies

Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.

Keeping Good Records is Good Business

Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.

Is Term Life Insurance for You?

Term insurance is the simplest form of life insurance. Here's how it works.

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What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

Bi-Weekly Payments

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

My Retirement Savings

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

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

What Is My Current Cash Flow?

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

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Long-Term-Care Protection Strategies

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

Protecting Those Who Matter Most

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

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Principles of Preserving Wealth

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

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What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

Emerging Market Opportunities

What are your options for investing in emerging markets?

The Facts About Income Tax

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

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

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