After a lifetime of saving and investing, now you’re faced with big questions:
- When can I retire and how long the money will 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.
The Business Cycle
Understanding the economy's cycles can help put current business conditions in better perspective.
The History of Retirement
Do you know where the idea of “retirement” comes from?
Four Steps to Valuing an Estate
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Here are six flags that may make your tax return prime for an IRS audit.
Is your estate in order? This short quiz may help you assess your overall strategy.
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
Understanding the types of long-term-care services—and what those services could cost—may be critical.
Purchasing homeowners insurance is critical for protecting your home.
Estimate your monthly and annual income from various IRA types.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate how much income may be needed at retirement to maintain your standard of living.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate the total cost in today's dollars of various mortgage alternatives.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some key concepts to understand when investing for retirement
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
Agent Jane Bond is on the case, cracking the code on bonds.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
How does your ideal retirement differ from reality, and what can we do to better align the two?