How We Do Business
We are prepared to help you pursue your financial objectives with wisdom and integrity through the lens of Biblical Stewardship.
Learn More
Corporate Goals
We educate our clients and take the mystery out of wise stewardship, investing, insurance, estate planning and preserving wealth.
Learn More
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 Taxing Story: Capital Gains and Losses
Understanding how capital gains are taxed may help you refine your investment strategies.
Four Really Good Reasons to Invest
There are four very good reasons to start investing. Do you know what they are?
What Smart Investors Know
Smart investors take the time to separate emotion from fact.
What's So Great About a Rollover?
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
When Life Insurance Becomes Taxable
Life insurance proceeds are generally tax-free. But not in all cases.
Avoiding Cognitive Decline
Try these activities to keep your brain sharp.
Understanding Homeowner’s Insurance
Purchasing homeowners insurance is critical for protecting your home.
You Would Rather Be...
Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.
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?
View all articles 
What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
Saving for College
This calculator can help you estimate how much you should be saving for college.
Paying Off a Credit Card
Enter various payment options and determine how long it may take to pay off a credit card.
Historical Inflation
This calculator shows how inflation over the years has impacted purchasing power.
What Is My Current Net Worth?
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Should I Pay Off Debt or Invest?
This calculator will help determine whether you should invest funds or pay down debt.
View all calculators
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement 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.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
View all presentations
Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Saving for College 101
Here’s a crash course on saving for college.
It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial advisor about changes in your situation.
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
Surprises
Making the most of surprises is a great reason to work with us.
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate