Tax Analysis
Establishing Relationships
Financial Planning
Retirement Planning
Employer-Sponsored Plan Management
Wealth Preservation & Legacy Planning
Financial Planning
To help you achieve your goals, we first gather information about your current financial situation as well as your desired investment returns and risk tolerance. We also take the time to learn what your objectives are and what you hope to accomplish.
Employer Sponsored Plan Management
For business owners, we offer employer-sponsored plan management and consulting services. We work with Defined Benefit Plans, Cash Balance Plans, and 401(k) Safe Harbor Plans. Whether you need help establishing your employer-sponsored plan or managing a plan you’ve already implemented, we’re here to help.
Wealth Preservation
& Legacy Planning
Our approach in managing your wealth, although robust, will be strengthened and protected through proper estate planning and risk management strategies. You’ve worked hard to ensure that your family’s needs will be taken care of after you’re gone.
Retirement Planning
We believe in piecing together a retirement plan centered around you – your lifestyle, your family, your investments, and your future needs and goals. Once we have gained a thorough understanding of your objectives, our team will carefully build your plan as well as handle the implementation.
Establishing Relationships
You’re our top priority, so we seek to forge a strong relationship with you. Listening to you, understanding your values, knowing your motivations, and uncovering what quality of life truly means to you are the keys to a long-standing and meaningful financial relationship.
Tax Analysis
One of the strongest advantages our firm can offer you is providing a detailed tax analysis both annually and during the creation of your financial plan, helping you maximize earnings while minimizing your tax burdens.
What Benefits Does
Stewardship Wealth Advisors Offer?
Case Study: Chris & Melinda
Chris & Melinda Chris and Melinda have mastered the art of balancing busy work lives with a busy family life, but they hope not to have to do this forever. With more than 30 years in the pilot seat, Chris has reached a point where ...
Read MoreCase Study: Doctor Melissa
Dr. Melissa Dr. Melissa is a successful neonatologist in her early 40s who has established herself as an expert in her field. While Dr. Melissa loves what she does, her profession is highly stressful and demands long hours. Recognizing the importance of staying mentally grounded, ...
Read MoreCase Study: Jim and Rachel (Small Business)
Jim and Rachel Jim and Rachel are small business owners who have built a successful manufacturing company from the ground up. They started the business out of their home 15 years ago, and have since expanded into a commercial facility. They recently experienced rapid growth ...
Read MoreCase Study: Steven & Sarah
Steven and Sarah Steven and Sarah are a couple in their 50’s with strong family values and a dedication to hard work. Steven has built a career as the VP of a Fortune 500 company and has logged the long hours and workdays to prove ...
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