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
What Is a Roth 401(k)?
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
Split Annuity Strategy
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Insurance Needs Assessment: When You're Newly Married
Marriage changes everything, including your insurance needs.
A Brief History of Estate Taxes
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Is a Variable Annuity Right for Me?
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
Avoiding Cognitive Decline
Try these activities to keep your brain sharp.
Password Protection Strategies
Simple steps may help you foil hackers and protect your privacy.
Does Your Child Need to File an Income Tax Return?
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
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How Much Home Can I Afford?
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Comparing Investments
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Saving for Retirement
This calculator can help you estimate how much you may need to save for retirement.
Annuity Comparison
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Contributing to an IRA?
Determine if you are eligible to contribute to a traditional or Roth IRA.
Paying Off a Credit Card
Enter various payment options and determine how long it may take to pay off a credit card.
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Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Keys to Investing for Retirement
There are some key concepts to understand when investing for retirement
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
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Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
Rightsizing for Retirement
What does your home really cost?
What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.