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.
Caring for Aging Parents
As our nation ages, many Americans are turning their attention to caring for aging parents.
How does your ideal retirement differ from reality, and what can we do to better align the two?
Inflation & Your Money
It's important to understand how inflation is reported and how it can affect investments.
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
Your credit score may influence how much you pay for auto and home insurance.
When you’re married and have children, insurance needs will be different.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
When considering life insurance, it's important to understand your options.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator can help you estimate how much you may need to save for retirement.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some key concepts to understand when investing for retirement
The importance of life insurance, how it works, and how much coverage you need.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Do you know how to set up your financial goals for success? This knight does.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
The decision whether to buy or rent a home may have long-term implications.
Here is a quick history of the Federal Reserve and an overview of what it does.