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.
Making the most of surprises is a great reason to work with us.
Paying Off a Credit Card
Enter various payment options and determine how long it may take to pay off a credit card.
Budget Check Up: Tax Time Is the Right Time
Tax preparation may be the perfect time to give the household budget a check-up.
With over 24 million “forgotten” 401(k) accounts, you may be surprised to learn of your unclaimed “found” money.
Here’s a list of 8 questions to ask that may help you better understand the costs and benefits of extended-care insurance.
Tips on insuring your teen driver.
Do you understand these common mobile slang terms?
Read this overview to learn how financial advisors are compensated.
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate how much of your Social Security benefit may be considered taxable.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate how much you have the potential to earn during your working years.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
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.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
What does your home really cost?
Learn about what risk tolerance really means in this helpful and insightful video.
Agent Jane Bond is on the case, cracking the code on bonds.
Taking your Social Security benefits at the right time may help maximize your benefit.
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
All about how missing the best market days (or the worst!) might affect your portfolio.