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

Your Money. Well Rooted.

Our Core Services

MORTGAGES

Clear and transparent
guidance for big decisions

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INSURANCE

Protection on your assets
from the unexpected

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FINANCIAL PLANNING

Partnered planning to protect
your income and legacy

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INVESTMENT MANAGEMENT

Building wealth for a
prosperous financial future

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Grant Botma, Founder of Stewardship Insurance, is a Dave Ramsey Endorsed Local Provider (ELP) and Jeremy Sharp, Co-Founder of Stewardship Financial, is a SmartVestor Pro.

We’re Here To Serve You

Call | Text | Fax @ 602-384-2604
home@moneywellrooted.com
1094 S. Gilbert Rd. #210, Gilbert, AZ 85296

Who is Stewardship?

Medicare Explained: What You Need to Know

If you work in the United States, you pay a Medicare tax on your earned income which helps fund the program. Medicare is a federal health insurance entity for people 65 years or older, younger individuals with disabilities, and those with end-stage renal disease. So...
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Should I Include Flood Insurance on My Homeowner’s Policy?

Owning a homeowner’s insurance policy is great! In most cases, it protects against things like theft, liability accidents at your home, and instances of weather damage. However, one of the things most home insurance policies do not protect against is flooding caused...
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How Does Life Insurance Work?

Life insurance, along with disability insurance, is foundational for proper financial planning. Life insurance protects your family from financial disaster should an unexpected death occur. A “term” life insurance policy is quite simple—you are insured for a certain...
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What is a Registered Investment Advisor?

Stewardship Financial’s goal is to help our customers reach their financial objectives and build wealth. We do this by offering financial guidance. When starting Stewardship Financial, we considered which business model would be most effective in accomplishing this....
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Do I Need to Purchase Insurance When Renting a Car?

This is one of the most common questions we get as insurance professionals. Most assume they need to purchase additional insurance from a rental car company. However, this is not a necessity depending on your current coverage limits. Your auto insurance travels with...
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