Are you making your greatest impact?
- Has your financial life become more complicated than ever?
- Are you concerned you’re missing out on opportunities for greater impact?
- Do you wonder whether you’re managing your resources in a way that’s consistent with your values?
Let’s bring order to your financial future -- for your family, investments, and the causes you care about.
Experience clarity and confidence in your financial life.
Schedule a call with us, today!
Clients come to us because they feel called to make the maximum impact possible with their time, talent and treasure. But they often feel overwhelmed with where to start.
At Stewardship Advisory Group, we’re more than financial advisors. We’re family members, business professionals and stewards seeking God’s best for our lives. We’re passionate about helping you practice wise planning, investing and whole-person stewardship completely confident you’re living according to your priorities. Our Financial Roadmap™ has helped hundreds of families in West Michigan clarify a plan to do just that.
We’re here to help you too.
Who we serve
Individuals & Families
Get your entire financial house in excellent order with a clear Financial Roadmap™:
- Values-based life planning
- Comprehensive wealth management
- College savings plans
- Retirement planning
- Business transition strategies
- Tax saving strategies
- Collaboration with tax, estate planning, and other subject matter experts
Make smart choices with your money today.
Experience confidence for tomorrow.
We’ll organize all aspects of your financial world into one clear plan, so you can make wise, informed decision that align with your values.
We'll simplify more than 143 unique financial areas into one powerfully effective plan, and help you follow it so you make progress where it counts.
Discover the joy and contentment that comes from aligning your financial life with timeless biblical wisdom.
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
Copyright 2019 FMG Suite.
Todd Ackermann and Craig Ackermann are Investment Advisor Representatives offering Financial Planning and Investment Advisory services through Stewardship Advisory Group, LLC; an SEC Registered Investment Advisor. *Legacy Coaching services are offered through Stewardship Legacy Coaching, LLC. Securities are offered through United Planners Financial Services of America, a Limited Partnership, Member FINRA, SIPC. - Stewardship Advisory Group, LLC and Stewardship Legacy Coaching, LLC are not affiliated with United Planners Financial Services. Jacob Ekkens is an Investment Advisor Representative offering Financial Planning & Investment Advisory Services through Stewardship Advisory Group, LLC; SEC Registered Investment Advisors.
This information is intended for use only by residents of CA, CO, FL, IL, IN, KS, MI, MO, NE, NY, NC, OH, VA, TX and WI. Securities-related services may not be provided to individuals residing in any state not listed above. Insurance-related services may not be provided to individuals residing in any states other than AL, CA, CO, FL, IN, KS, MD, MI, NE, NY, NC, OH, TX and WI.
Does Your Portfolio Fit Your Retirement Lifestyle?
Lifestyle considerations in creating your retirement portfolio.
Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
What If You Get Audited?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
A four-step framework for building a personal legacy.
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
The true cost of raising a child may be far more than you expect.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator will help determine whether you should invest funds or pay down debt.
Assess how many days you'll work to pay your federal tax liability.
Estimate your monthly and annual income from various IRA types.
This calculator demonstrates the power of compound interest.
A presentation about managing money: using it, saving it, and even getting credit.
There are a number of ways to withdraw money from a qualified retirement plan.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some key concepts to understand when investing for retirement
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
How does your ideal retirement differ from reality, and what can we do to better align the two?
Do you know how to set up your financial goals for success? This knight does.
What if instead of buying that vacation home, you invested the money?
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
What are your options for investing in emerging markets?