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.
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
Password Protection Strategies
Simple steps may help you foil hackers and protect your privacy.
Strategies For Managing Student Loan Debt
Five strategies for managing your student debt.
Social Security Benefits: How Much Will I Receive
Calculating your potential Social Security benefit is a three-step process.
Types of Stock Market Analysis
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
Term vs. Permanent Life Insurance
When considering life insurance, it's important to understand your options.
How Does Your Credit Score Compare?
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
Don’t Be Your Own Worst Enemy
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
Mastering Mobile Lingo
Can you keep up with your children’s mobile slang?
Eight Mistakes That Can Upend Your Retirement
There are common mistakes you can avoid when saving for retirement.
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Capital Gains Tax Estimator
Use this calculator to estimate your capital gains tax.
Historical Inflation
This calculator shows how inflation over the years has impacted purchasing power.
How Much Home Can I Afford?
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Saving for Retirement
This calculator can help you estimate how much you may need to save for retirement.
Bi-Weekly Payments
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Doubling Your Money
This calculator demonstrates the power of compound interest.
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Keys to Investing for Retirement
There are some key concepts to understand when investing for retirement
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
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.
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Surprises
Making the most of surprises is a great reason to work with us.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations? Here are three tips.
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
It Was the Best of Times, It Was the Worst of Times
All about how missing the best market days (or the worst!) might affect your portfolio.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.