Holistic Planning
Financial decisions are never made in isolation. Every choice affects a person's entire financial picture. That is why Steward Wealth Management takes a holistic approach when advising clients. Where your finances are right now, where you want your finances to go, and your other life goals will all be considered.
Retirement Income Planning
Transitioning from saving for retirement to withdrawing from your assets in retirement can be tricky. It comes with a whole new set of risks and things to consider. Steward Wealth Management will help you create an income plan so that you can rest assured and do retirement your way.
Legacy Planning
Whether it be passing your wealth on to future generations, funding college for your kids or grandkids, or donating money to charitable organizations, Steward Wealth Management can help you make a plan. We will help you look for ways to minimize taxes, create a smooth transition of your estate, make your college savings go farther, and make the greatest impact with your giving.
Employer Sponsored Retirement Plans
At Steward Wealth Management, we understand the importance of securing a comfortable and financially stable future for both employers and their employees. Our Employer-Sponsored Retirement Plan Services are designed to empower businesses in offering robust retirement benefits that enhance employee satisfaction and financial well-being.
Faith-based investing
Steward Wealth Management offers the unique opportunity to invest with your values. Using specialized screening tools, we are able to look at the business ethics of a company, both in how they profit and how they do business. This often eye-opening process allows us to show our clients that they can align their investments with their values.
Meet Nathan, a Financial Advisor
Striving to provide excellent financial guidance from a biblical perspective.
Discover
The first order of business is to get to know you. We want to discover what you care about, what your needs are, what your goals are, and what keeps you up at night. No specific advise will be given at this step because we want to take the time to digest what we learned and create solutions for you.
Explore
After taking the time to learn about you and your goals, we will present you with some recommendations based on what you told us in the previous meeting. We may teach you about various financial concepts to give context and insight. There may be multiple ways to attaining your goals and we will explore all of them with you, culminating into financial plan that will give you action steps.
Impact
Finally, we will assist you with enacting the plan that you put in place. We handle any accounts that need to be opened, transfers that need to occur, and investments that need changing. We also provide you with a personal client website that is a one-stop shop to view all of your financial assets. We want to impact you and your family in a positive way by improving your financial security.
