After a lifetime of saving and investing, now you’re faced with big questions:
- When can I retire and how long will the money last?
- Am I wisely managing my money?
- Will my spouse and family be prepared for the responsibility of wealth?
- Are my finances truly aligned with my faith?
If you’re ready to enjoy clarity, confidence, and control in your complex financial life, then schedule an appointment, today!
For over 35 years, we’ve helped hundreds of individuals and families discover true financial freedom, by bringing clarity, confidence, and control to every choice they make.
At Stewardship Advisory Group, we believe timeless biblical principles can guide even the most complex situations, while offering the peace and contentment you were made to enjoy.
You’ve worked hard to build your nest egg. Now is the time to steward it well.
We’re here to help.
Enjoy true financial freedom that lasts!
Our team of financial advisors will help you create and follow a clear plan you can trust.
FOCUS ON WHAT
Our unique approach will help you plan well and live well. You’ll experience the freedom to live your priorities, abundantly!
LIVE YOUR ONE
BEST FINANCIAL LIFE
Discover the joy and contentment that comes from aligning your financial life with timeless biblical wisdom.
Helping you achieve financial freedom, in three simple steps:
In this complimentary meeting, we’ll explore your questions, priorities, and values while helping you gain a better understanding of our unique approach to comprehensive wealth management.
Design Your Plan
With your priorities in mind, we’ll help you build a clear and effective plan that aligns all aspects of your complex life. Finally, a comprehensive plan that makes sense!
Confidence, and Control
Step by step, we’ll guide you through the many decisions you’ll make in your lifetime, helping you enjoy true financial freedom along the way.
You’ve worked hard to build your nest egg.
Now is the time to steward it well.
Our expert team of financial guides will help you design a custom plan to help you achieve clarity, confidence and control in all areas of your financial life.
Schedule your complimentary appointment today, so you can have the guidance you need when the decisions matter most.
Where Is the Market Headed?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
No Cash, No Checks, No Problem
Peer-to-peer payment apps are one of the newest ways to send money.
A House Divided
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
Do you have an estate strategy? You should.
Second marriages are a trigger event to revisit any existing estate strategies.
Purchasing homeowners insurance is critical for protecting your home.
How literate are you when it comes to your finances? Brush up with these five basics.
One of the most common questions people ask about Social Security is when they should start taking benefits.
Here are 4 great, and sometimes unexpected, places to raise a family.
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Use this calculator to better see the potential impact of compound interest on an asset.
Determine your potential long-term care needs and how long your current assets might last.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
$1 million in a diversified portfolio could help finance part of your retirement.
Here’s a quick guide to checking to see if you have unclaimed money.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Savvy investors take the time to separate emotion from fact.
When markets shift, experienced investors stick to their strategy.