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
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
When Heirs are Imperfect
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
To choose a plan, it’s important to ask yourself four key questions.
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
Understanding the value of a home warranty.
Here's a breakdown of how the federal government spends your tax money.
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator can help you estimate how much you may need to save for retirement.
Use this calculator to estimate your capital gains tax.
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate how much of your Social Security benefit may be considered taxable.
Use this calculator to better see the potential impact of compound interest on an asset.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
There are some key concepts to understand when investing for retirement
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
Here is a quick history of the Federal Reserve and an overview of what it does.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
How do the markets usually react to elections? Was the 2016 election any different?
Around the country, attitudes about retirement are shifting.
When do you need a will? The answer is easy: Right Now.
Taking your Social Security benefits at the right time may help maximize your benefit.