STEWARDSHIP

Genuinely caring about people;
loving and serving them in their finances.

Mortgages, Insurance, Financial Planning, Investments

“Money Well Rooted”

STEWARDSHIP

Genuinely caring about people;
loving and serving them in their finances.

Mortgages, Insurance, Financial Planning, Investment Management

“Money Well Rooted”

STEWARDSHIP

Genuinely caring about people;
loving and serving them in their finances.

Mortgages, Insurance, Financial Planning, Investment Management

“Money Well Rooted”

Our Core Services

We’ve built Stewardship just for you

MORTGAGE

Clear and transparent guidance for big decisions
Stewardship Mortgage

FINANCIAL

Partnered planning and investment management
Stewardship Financial

INSURANCE

Protection on your assets from the unexpected
Stewardship Insurance

PLANNING

Services to protect your health, income, and legacy
Stewardship Planning

Read what others have to say about Stewardship

Genuinely making your needs our priority

Stewardship is a Dave Ramsey Endorsed Local Provider (ELP)

3 Reasons Why to Use a Mortgage Broker

Mortgage Broker or Bank video What is the difference between a Mortgage Broker and a Bank? Why do so many choose to get a loan from a Mortgage Broker over of a Bank? The answer to those questions is this – It is without argument that the most cost efficient...
Read More

Personal Finance Tools to Increase and Automate Savings

I have had a few people ask me what are some of the best personal finance tools that I use in my own life. When I started thinking about it, I thought it would be worthwhile to share with everyone! Here are the tools that I use to help me automate savings and create...
Read More

Why Pastors and Church Planters Should Have a Personal CFO

If you are a pastor and you are reading this, you might be wondering: Why is a financial planning company writing about statistics for church planters? Why do they care? What’s the benefit for me–I don’t have a lot of disposable income! At Stewardship, we first...
Read More

Three Steps to a Six Figure Retirement Income

Have you ever really stopped to think what making your annual contribution into your IRA of $5,500 does for you? Good news, you don’t have to… I have done that for you! Every tax year you probably get a suggestion from your CPA or you tax software that you can save...
Read More

How ’bout Them Markets?

So far this year in the U.S. stock market we have seen one of the worst starts ever. In my opinion, starting the year negative causes more anxiety than if this occurred in, let’s say, June. Here’s are a few thoughts on the current market situation: Remember… 1. China...
Read More

The #1 Reason To Get a Mortgage

What is the greatest advantage of having a mortgage and being a home owner? What should you focus on when obtaining a mortgage? Honored to answer those questions for you in this...
Read More

Recession Lesson: Smaller is Better

What is something we learned from the recession? Buying too big of a home or buying a home during the wrong time can be harmful. When should you buy? How much should you buy? Let us help you find that out with quality explanation and real...
Read More

3 Things About Mortgages: Number 3

3. Mortgages are easier than you think. My customers are often surprised at how much they can afford, and how much less daunting the process of getting a mortgage really is than it seemed when they started out. I try to smooth out the process of getting paperwork done...
Read More

3 Things You Probably Didn’t Suspect about Mortgages: Number 2

2. You get to choose: 30-year, or even shorter-term mortgages. Again, most mortgage brokers will simply assume you want a 30-year home loan. For that matter, most of your relatives will assume it. Somewhere in the back of your head, you already probably assume it....
Read More

3 Things You Probably Didn’t Suspect about Mortgages: Number 1

1. You get to choose: FHA or conventional mortgages. There are lots of particular mortgages available, but they fall into two categories: FHA loans, and conventional loans. Most mortgage brokers will simply assume you want a FHA loan, but you should choose for...
Read More