Broker Check
The Cycle of Investing Investment Planning Comprehensive Wealth Management Life Stewardship

MAXIMIZE YOUR MONEY
AND YOUR IMPACT

Gain clarity and focus with a personalized Financial Roadmap


SCHEDULE A CALL


Invest Wisely

Live Generously

Maximize Impact

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!



SCHEDULE A CALL

Stewardship Advisory Group, Investment Advisory Services, Byron Center, MI
Stewardship Advisory Group, Investment Advisory Services, Byron Center, MI

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.



SCHEDULE A CALL

Who we serve

Individuals & Families

Business Leaders

Difference Makers

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

SCHEDULE A CALL














If you're ready to enjoy clarity in your full financial picture, calling Stewardship Advisory Group is your next step.





Make smart choices with your money today.
Experience confidence for tomorrow.

GET CLEAR

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.

FOCUSED
IMPLEMENTATION

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.

LIVE YOUR
PRIORITIES

Discover the joy and contentment that comes from aligning your financial life with timeless biblical wisdom.

SCHEDULE A CALL

We’ll help you make your greatest impact, in three simple steps:




1

Schedule a Call

In this complimentary conversation, we’ll explore the questions on your mind, and help you gain a better understanding of our unique approach to financial guidance.



2

Design your Financial Roadmap

At your level, life moves fast and the stakes have never been higher to make smart choices with your money. We’ll help you and your spouse create a shared vision for your future, and put an effective plan in place to maximize your money and impact. This powerfully effective worksheet helps you have the clarity you need to make wise choices at every step.



3

Make your Greatest Impact

We’ll walk with you every step of the way, providing the support and guidance you need to achieve your life’s most important goals. Unleash the full spirit of generosity, purpose, and whole-life stewardship you were made to live out!




How we help successful families maximize their money and mission.

At your level, you’re experiencing new layers of complexity in your financial world. Many successful people find themselves wondering if they are truly making the most of the resources they’ve been entrusted. Are you? At Stewardship Advisory Group, we bring clarity to even the most complicated financial situations, so you can make your greatest impact, today and tomorrow.

(Read More)
We know you want to be a difference maker in the world around you.

In order to do that, you’ll need to pursue your vision, goals, and values while navigating the many details of your unique financial world.

With stakes higher than ever, many business-savvy people put off key planning decisions for far too long, feeling unsure where to begin.

At Stewardship Advisory Group, we believe you’ve been called to make your greatest impact with the resources you’ve been entrusted.

In life there are no do-overs. Each of us have been called to make our biggest impact with the time, talent, and treasure we’ve been given.

From our shared faith perspective, we’ve been honored to help hundreds of West Michigan families clarify and confidently live out their priorities, using our unique Financial Roadmap™.

Make your greatest impact, in three simple steps:
  1. Schedule a Call: In this complimentary conversation, we’ll explore any questions on your mind, and help you gain a better understanding of our unique approach to financial guidance.
  2. Design your Financial Roadmap: At your level, life moves fast and the stakes have never been higher to make smart choices with your money. We’ll help you and your spouse create as shared vision for your future, and put an effective plan in place to maximize your money and mission. This powerfully effective worksheet helps you have the clarity you need to make wise choices at every step.
  3. Make a Bigger Difference: We’ll walk with you every step of the way, providing the support and guidance you need to achieve your life’s most important goals. Unleash the full spirit of generosity, purpose, and whole-life stewardship that you were made to live out!
Don’t let the rising complexity of your life and money hold you back when the decisions matter most. Instead, take your first step to confidently pursue your greatest contribution to this world. Schedule a call with an advisor, today!

Read Less



SCHEDULE A CALL

You don't have to choose between impact or money.

Make a difference with both.

Schedule a call with an advisor, today.

SCHEDULE A CALL

Stewardship Advisory Group, LLC

Phone: (616) 773-2924
Fax: (616) 277-1178

7740 Byron Center Ave. SW
Byron Center, MI 49315

Amy@stewardshipadvisory.com

Check the background of your financial professional on FINRA's BrokerCheck.

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.

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.
 
United Planners Financial Services Disclaimer
Check the background of your financial professional on FINRA's BrokerCheck.

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.
x

Helpful Content

The Half Million Dollar Baby

The Half Million Dollar Baby

The true cost of raising a child may be far more than you expect.

Financial Aid for Students 101

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

Understanding Marginal Income Tax Brackets

An inside look at how marginal income tax brackets work.

 

Retirement Questions That Have Nothing to Do With Money

Things to consider before retirement.

Ways to Supplement Your Medicare Coverage

There are numerous ways to supplement your Medicare insurance coverage. This article helps you explore your options.

Infographic: 8 Tips for Supporting Your Employees During Dif

The recent COVID-19 pandemic has impacted almost every aspect of life and work - and small businesses are no exception.

A Taxing Story: Capital Gains and Losses

Understanding how capital gains are taxed may help you refine your investment strategies.

Insuring Your Second Home

There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.

The A, B, C, & D of Medicare

Learn about all the parts of Medicare with this informative and enjoyable article.

View all articles arrow

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

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.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

View all calculators arrow

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

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.

View all presentations arrow

From Boats to Brokers

From the Dutch East India Company to Wall Street, the stock market has a long and storied history.

The Rule of 72

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.

A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

Stay Safe with a B.O.P. At Your Back

Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

Surprises

Making the most of surprises is a great reason to work with us.

View all videos arrow