Who Does Stewardship Wealth Advisors Serve?
Pre-Retirees and Working Professionals
You realize that retirement is no longer a distant idea, but a fast-approaching reality. A typical client in the pre-retirement phase is between the ages of 50-62; if you are considering yourself close to enjoying your retirement, we offer customized services to help you navigate this next stage of your life. Retirement should be an adventure worth looking forward to. Afterall, you have worked hard over the last few decades, you’ve earned it.
Established Business Owners and Professionals
We work closely with established business owners and professionals to create robust employer-sponsored plans that ensure you’re taking care of the people who represent your business. In addition to making recommendations, we help you design, implement, and oversee 401(k) Plans and Defined Benefits/Cash Balance Plans so you don’t have to navigate these complex benefits programs alone.
Stewards of Wealth
Regardless of income or tax bracket, our clients are good stewards of their money and adept at building wealth. We do our best work with clients who have at least $400,000 in investible assets. With that being said, we are always available for a conversation for those seeking financial guidance.
Proactive, Responsive Partners
You are as invested in your financial plan as we are. You include us in your plans, use us as a resource, and leverage our extensive professional network to create a productive partnership. You respond quickly with providing tax returns and other documents we need to provide you with outstanding service. In turn, we provide you with the same level of attention, responsiveness, and commitment to our partnership.
No matter how great of a steward you are of your own wealth, your retirement is too precious to leave to chance. We can provide the professional and objective guidance you need to help make sure that your retirement years are filled with nothing but peace, relaxation, and enjoyment.
If this sounds like you, we are excited to partner with you and look forward to building financial wellness with you.