At Stewardship Capital, we are committed to helping provide clear and simple investment solutions to help you confidently achieve your financial goals. As financial partner advocates, we constantly research, strategize and take the actions necessary to diversify and allocate investments based on ever-changing market conditions.
As Registered Investment Advisors with a fiduciary duty, we look out for your best interests and put your hard-earned money to work. First, an investment plan is created, carefully considering your goals and level of risk. We report investment results regularly and meet with you as often as you would like. It’s that simple.
For most employed individuals the bulk of their retirement savings is likely housed in a 401(k) Our Capital Maximizer program gives you access to the same investment philosophy and strategy we employ for our client accounts inside of your employer 401(k) regardless of what company your employer has their plan through.
The Capital Maximizer program provides you with individually tailored professional management of your retirement assets. Research shows that investors are more likely to achieve higher returns and, therefore, reach their financial goals by taking advantage of the services of professional financial advisors. Stewardship Capital reviews your employee account on an ongoing basis and makes the changes necessary to maximize long term return and minimize risk of loss—exactly what you would do if you had the time, knowledge, experience and resources that we do.
Think of these Individual Retirement Accounts as the final resting place for your retirement funds. Anyone with earned income can open and contribute to an IRA to defer taxes now or in the future.
As you change jobs you can also directly rollover employer plans like 401(k)’s and Profit Sharing Plans into a new Rollover IRA account to potentially receive improved choices and benefits.
What would happen to your family if something happened and you? We can help ensure that your family’s needs are always met.
Term life insurance coverage typically lasts for a specific period of time and is priced accordingly. That makes term life a fitting and affordable option for those who need to have a policy in place to serve as an income replacement for their family in the event of their death
Whole life insurance is a type of permanent life insurance that stays in place for your entire life. A portion of the monthly premium is applied to the policy’s cash value which grows over time at a rate set by your insurer. You can use the cash value to take out loans or use it for retirement when the account matures. Because of these added benefits they are more costly than simple term plans.
Critical Illness Insurance supplements your medical and disability income coverage. It can ease the probable financial impact of certain critical illnesses by helping you pay for some of the expenses that are not covered. It does not replace current medical insurance; rather, it provides a lump-sum payment for certain covered conditions.
Disability/ Income Protection
Disability/ Income Protection refers to an insurance policy that provides income to those who can no longer work due to a disability. Your ability to earn an income is your most VALUABLE ASSET. Disability income insurance helps protect you from potential financial losses if an accident or illness renders you incapable of working and receiving regular income. Policies could pay out for both short- and long-term Disability coverage and could pay out as a lump sum or a monthly amount.
Health Insurance is of vital importance for essential and nonessential procedures, illnesses, Dental and eye care, accidents, and general peace of mind for the unforeseen medical emergencies we all may encounter at some point in our lives. Although we are not licensed to sell Health Insurance, we will assist you in finding the right person to answer your Health Insurance questions.
Does this category best suit you? Would you like to chat to one of our advisors about how we can best serve you in this area?