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.
The Half Million Dollar Baby
The true cost of raising a child may be far more than you expect.
Financial Aid for Students 101
Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
Things to consider before retirement.
There are numerous ways to supplement your Medicare insurance coverage. This article helps you explore your options.
The recent COVID-19 pandemic has impacted almost every aspect of life and work - and small businesses are no exception.
Understanding how capital gains are taxed may help you refine your investment strategies.
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
Learn about all the parts of Medicare with this informative and enjoyable article.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This questionnaire will help determine your tolerance for investment risk.
Use this calculator to compare the future value of investments with different tax consequences.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate your monthly and annual income from various IRA types.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
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.
Taking your Social Security benefits at the right time may help maximize your benefit.
Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Making the most of surprises is a great reason to work with us.