RELATIONSHIP DRIVEN ADVICE
RELATIONSHIP DRIVEN ADVICE
KNOW YOU’RE DOING IT RIGHT
KNOW YOU’RE DOING IT RIGHT
ENJOY YOUR LIFE WITH GENEROSITY & CONFIDENCE
ENJOY YOUR LIFE WITH GENEROSITY & CONFIDENCE
Do you wonder if certain financial decisions are being made correctly?
Are you wondering where account to keep your emergency fund in? Be efficient with the return on that cash?
Are you wondering what is the best use of excess income?
Do you have confidence that the insurance you have is best for your situation?
Do all of your workplace beneift options confuse you? 401(k) choices? Health Plans? Other Insurance?
Do you ever wonder if you should use cash for large purchases or wisely leverage financing?
Do you have an active plan in place to assist the financial future of your children?
Would you like to pay less taxes on your income and on your investments?
Are you certain about financial provision for your family in the event of death or disability?
Do you have a desire to be more generous, but unsure how to take proactive steps to safely live it out?
Meet In Comfort
Come to our relaxed office, talk over the phone, or connect via video to discuss your needs.
Receive Wise Advice
Recieve an actionable plan that considers all of life’s important financial situations.
Experience Peace
Enjoy an ongoing relationship with a wise Advisor who helps make finances enhance life.
What makes Financial Plan with us so different?
At Stewardship we know that you want to be confident about your finances so you can enjoy your life. In order to do that, you need your finances handled wisely by a loving and trusted Advisor. The problem is most Advisors are only interested in managing your invesetments for retirement planning. That leaves you feeling frustrated because you need financial advice throughout your life leading up to retirement.
We beleive that Financial Advisors should do more than manager your 401(k). They should be there to proactively answer all of life’s important financial questions, and gve you confidence through an ongoing Financial Plan.
This is why we created our 10 point Financial Plan, and intentionally engineered a customer experience that ensures you get the financial advice throughout your life when you need it most.
WHAT’S THE COST?
Standard
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Premium
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The 10 point financial plan detailed