Wealth Management

Our Investment Advisory Representatives at Stewardship Advisory Group offer full service financial planning and investment management as part of the overall fee. We also offer commission-based insurance solutions for clients who need them. We serve clients throughout the Dallas metro area as well as across the country and are happy to meet with our clients in person or virtually. Our clients are able to reach us via phone, email and web conference during normal business hours. We are committed to responding to our clients within 24 hours, with few exceptions. 

Financial planning services include:

• Retirement income planning
• Cashflow planning
• Budget analysis and plan
• College planning
• Analysis and recommendations regarding your group benefits
• Risk management gap analysis
• Inter-generational asset transfers
• Long-term care planning
• Charitable planning
• Strategic and tactical tax planning

Investment management services include:

• Development and review of Investment Policy Statement (IPS)
• An annual performance review
• Discretionary asset management
• Portfolio rebalancing
  
• Values-aligned investing
• Tax loss harvesting

Insurance services include:

• Life insurance
• Disability income insurance
• Long-term care insurance

A comprehensive financial plan is a critical part of a long-term investment plan. We understand that everyone has a different idea of what they want their future to look like. Whether it is to generate retirement income, to provide education funding for your children or to leave money to your heirs or a charity, your goals come first when developing an investment strategy. We work with clients to help them define and plan for their goals.