RETIREMENT PLANNING

From wise investment* selection within your 401k and pension plans, to tax and change-of-lifestyle issues, we can help you enter your golden years with greater clarity.

COMPREHENSIVE FINANCIAL PLANNING

We provide a comprehensive approach to handling the financial blessings and challenges of life, including education, inheritances, retirement, and leaving a legacy.

INVESTMENT PLANNING & ASSET ALLOCATION

Are your investments performing the way you want them to? Do you have proper asset allocation and good diversification? As Registered Representatives with United Planners our investment process will help make sure your investments are well positioned to meet your needs for growth and provide income to meet your objectives.

RISK MANAGEMENT (LIFE, DISABILITY & LONG TERM CARE INSURANCE EVALUATION)

Insurance is the all-too-often missing piece of the financial plan, and one that can lead to a quick financial ruin. We will help you determine the right amount and best type of coverage, properly preparing you for life’s unfortunate events. Additionally, we can help you get the best value as you manage these risks.

COLLEGE EDUCATION PLANNING

Your children or grandchildren may still be in diapers, but it is never too soon to begin planning for their education. How much do we need to invest? What type of investments should we use to fund education? Stewardship’s team will help find the best plan for you and your family.

ADVANCED ESTATE PLANNING

For people with large estates, the IRS can take as much as 40% in Federal Estate Taxes. The good news is estate taxes can be reduced or even eliminated through proper planning! But ONLY if you properly plan to avoid them!

* Securities offered through United Planners.