Investing In What Matters Most
OUR CLIENTS GAIN A SENSE OF FREEDOM by knowing that all pieces of their financial life are being managed in the most effective way and are part of an overall plan. We help them take steps toward the achievement of their goals and ultimate vision for their lives. We partner with our clients to achieve the maximum impact on the people and organizations that are most significant to them.
A TEAM OF PROFESSIONALS both within and outside Stewardship Advisory Group, are utilized to develop financial strategies and an action plan.
These strategies include:
- Goal setting
- Developing an Investment Policy Statement
- Retirement Income Planning
- Minimizing Taxes
- Insurance Planning
- Estate Planning
- Health Care Planning
- Education Planning
- Liability Management
- Life Legacy Planning
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Estimate how much of your Social Security benefit may be considered taxable.
Saving for Retirement
This calculator can help you estimate how much you may need to save for retirement.
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This calculator can help you estimate how much you should be saving for college.
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This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
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Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
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Learn more about taxes, tax-favored investing, and tax strategies.
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Investment tools and strategies that can enable you to pursue your retirement goals.
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The chances of needing long-term care, its cost, and strategies for covering that cost.
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Using smart management to get more of what you want and free up assets to invest.
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There are some key concepts to understand when investing for retirement
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
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What are your options for investing in emerging markets?
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Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
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Here’s a crash course on saving for college.
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How does your ideal retirement differ from reality, and what can we do to better align the two?
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Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
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