Building Wealth

Stewardship Advisory Group assists their clients with Investment Management, Retirement Planning, and Cash Flow Analysis in the Building Wealth cornerstone. This process will help you to understand where your money is going and how to optimize that to live the life that God is calling you to live both now and in the future! We emphasize learning what really matters to you and assist you in aligning your goals and your investments with your values. We believe that you do not have to compromise the values that are important to you when building your investment strategy. The Retirement Planning process may provide clarity of your current financial situation, control over the goals that are important to you, confidence in your ability to achieve your goals, and contentment with what God has blessed you with. During the Retirement Planning Analysis, we also analyze goals for Education Planning and Social Security Optimization.