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.
Value vs. Growth Investing
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
“Dirty Dozen” Tax Scams to Watch For
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
What is the Value of Your Business?
Ascertaining the value of your business is important for a variety of reasons.
Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.
Here are six flags that may make your tax return prime for an IRS audit.
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
A few strategies that may help you prepare for the cost of higher education.
In the face of divorce, making changes to insurance coverage may be overlooked.
Assess whether you are running “in the black” or “in the red” each month.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate how much you have the potential to earn during your working years.
This questionnaire will help determine your tolerance for investment risk.
Estimate your monthly and annual income from various IRA types.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Learn more about taxes, tax-favored investing, and tax strategies.
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some key concepts to understand when investing for retirement
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Smart investors take the time to separate emotion from fact.
Understanding the cycle of investing may help you avoid easy pitfalls.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
It’s never a bad time to speak with your financial advisor about changes in your situation.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.