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 40 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.
What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Retirement Traps to Avoid
Beware of these traps that could upend your retirement.
Five overlooked tax deductions to help manage your tax bill.
With over 24 million “forgotten” 401(k) accounts, you may be surprised to learn of your unclaimed “found” money.
Learn more about women taking control of their finances with this infographic.
If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.
Sustain financial well-being or create wealth through these actions.
Three important factors when it comes to your financial life.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Using smart management to get more of what you want and free up assets to invest.
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.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
What does your home really cost?
$1 million in a diversified portfolio could help finance part of your retirement.
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
Making the most of surprises is a great reason to work with us.
For women, retirement strategy is a long race. It’s helpful to know the route.
In the world of finance, the effects of the "confidence gap" can be especially apparent.