Stewardship Advisory Group has over 40 years of experience helping people develop sound financial plans & achieve true financial freedom. Through our national referral network of estate planning attorneys, we can help you effectively plan, develop and implement your wishes for your estate. Stewardship Advisory Group can help you, your ministry or your business to be good stewards of the resources God has entrusted to you.
Our Time-tested Process
Discovery
Let’s start by delving into your unique financial story – your dreams, your challenges, and everything in between. By getting to know your financial landscape inside and out, we can lay a solid foundation to build upon.
4 Cornerstones
We will walk through our time-tested process of the 4 Cornerstones of Comprehensive Wealth Management to build upon the foundation that we have already established through the Discovery process. We will help you to Build Wealth, Protect your Wealth, Distribute Wealth in the most Tax Efficient manner during your lifetime, and Transfer Wealth in the most Tax Advantageous manner through Estate Planning. Learn more about our 4 cornerstones.
Ongoing Financial Life Guidance
Life is full of surprises, both good and bad. Whether it’s celebrating milestones, navigating challenges, or simply refining our approach, We’ll be by your side every step of the way as you steward the resources God has entrusted to you. We will review and update your plan periodically and as needed to help you make wise decisions. Experience Clarity, Confidence, Control, and Contentment and live your best financial life that God is calling you to live!
Stewardship Advisory Group has over 40 years of experience helping people develop sound financial plans & achieve true financial freedom. Through our national referral network of estate planning attorneys, we can help you effectively plan, develop and implement your wishes for your estate. Stewardship Advisory Group can help you, your ministry or your business to be good stewards of the resources God has entrusted to you.
Our 3-Step Process
Discovery
Let’s start by delving into your unique financial story – your dreams, your challenges, and everything in between. By getting to know your financial landscape inside and out, we can lay a solid foundation to build upon.
4 Cornerstones
We will walk through our proven process of the 4 Cornerstones of Comprehensive Wealth Management to build upon the foundation that we have already established through the Discovery process. We will help you to Build Wealth, Protect your Wealth, Distribute Wealth in the most Tax Efficient manner during your lifetime, and Transfer Wealth in the most Tax Advantageous manner through Estate Planning. Learn more about our proven process here.
Ongoing Financial Life Guidance
Life is full of surprises, both good and bad. Whether it’s celebrating milestones, navigating challenges, or simply refining our approach, We’ll be by your side every step of the way as you steward the resources God has entrusted to you. We will review and update your plan periodically and as needed to help you make wise decisions. Experience Clarity, Confidence, Control, and Contentment and live your best financial life that God is calling you to live!
