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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

Helpful Content

Healthcare Costs in Retirement

Healthcare Costs in Retirement

Without a solid approach, health care expenses may add up quickly and potentially alter your spending.

Important Birthdays Over 50

Important Birthdays Over 50

Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.

The Fed and How It Got That Way

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.


Personal Finance Tips for Military Families

Military families face unique challenges, making personal finance even more critical.

How Does Your Credit Score Compare?

Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.

Understanding Marginal Income Tax Brackets

An inside look at how marginal income tax brackets work.

You Would Rather Be...

Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.

Traditional vs. Roth IRA

One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.

And the Executor Is

The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.

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Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

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Keys to Investing for Retirement

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.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

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Women and Retirement

Women must be ready to spend, on average, more years in retirement than men.

Should You Invest in Exchange Traded Funds?

There are hundreds of ETFs available. Should you invest in them?

Can Election Results Predict the Market?

How do the markets usually react to elections? Was the 2016 election any different?

The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

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