Who do we serve

Retired or thinking about it?

We specialize in individuals or couples who are retired or very close to it
(typically 5 years or less).

Saver/Investor

After a lifetime of diligent saving and frugal living, or maybe even an unexpected inheritance, our clients have accumulated a retirement nest egg of at least $500,000.

Steward

Estate transition is not just about piling up riches. It’s about taking charge and becoming a steward who makes a difference in people’s lives, impacting both families and ministries in a big way.

Delegator

Our clients seek expert guidance and delegate their retirement planning to experts because they value spending quality time with their loved ones.

Our Services Include:

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Investment Management – taking care of your hard-earned money

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Financial Planning – tailored plan for you based on your needs

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Estate Planning – transferring your wealth

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Risk Management – protecting your assets

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Planning Retirement – managing change

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Tax Planning – minimizing your tax burden

Partnership, trust, and guidance, to and through retirement

You don’t have to feel alone when thinking about your money and financial future.

You don’t have to feel alone when thinking about your money and financial future.

At Stewardship Trust Advisors, we know that one of your main goals is to feel prepared to retire successfully without having to worry about your financial future.

We want you to have the freedom to achieve your goals, and we will collaborate with you to create a plan for success. Having a clear and personalized plan tailored to your needs is the most effective way to set your financial house in order and ensure your objectives are met with success.

The constant fluctuation of the market can make it difficult to know if you’re making the right choices and may lead to feelings of anxiety and nervousness about the future.

We believe that no one should have to spend time worrying about their financial future, and that a personalized plan will help alleviate those worries as you begin to identify and meet your goals. Whether you are planning for retirement, wondering about how to maximize your assets, or just trying to get your financial house in order, we’ll work with you to create a unique and comprehensive plan specifically designed to help you achieve your vision of financial freedom.

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