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Corporate Goals

  • To Glorify God in all we do.

  • To give honest counsel to our clients.

  • To provide excellence in plan design, recommendations & advice.

  • To develop and implement professional financial strategies in collaboration with the counsel of your other planning professionals (attorney, CPA, Ministry Development Officer, Trust Officer, etc.)

  • To establish long-term relationships with our clients.

  • To further the cause of Christ by encouraging His people to make charitable gifts to their local church and favorite ministries out of the money we help them save in income, capital gains and estate taxes.

    Neither Stewardship Advisory Group nor United Financial Planners provides tax preparation advice. Please consult your tax professional.