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
Value vs. Growth Investing
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
Traditional vs. Roth IRA
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
When Should You Take Social Security
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
There are common mistakes you can avoid when saving for retirement.
A look inside the U.S. government's statistics on household net worth.
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Estimate how much you have the potential to earn during your working years.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Enter various payment options and determine how long it may take to pay off a credit card.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator demonstrates the power of compound interest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
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.
Using smart management to get more of what you want and free up assets to invest.
Why are 401(k) plans, annuities, and IRAs so popular?
Here is a quick history of the Federal Reserve and an overview of what it does.
It’s never a bad time to speak with your financial advisor about changes in your situation.
Even low inflation rates can pose a threat to investment returns.
Women must be ready to spend, on average, more years in retirement than men.
Would you guess that Millennials are effectively saving for retirement? Well, they are.