Offering Free Needs Analysis for FPU Students/Graduates

Your Local Dave Ramsey SmartVestor Pro

Mutual Funds | Diversified Plans | Build Wealth

Schedule An Appointment


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Calculate Your Needs

Come to our relaxed office, talk over the phone, or connect via video and let us calculate your retirement and college planning needs for you.


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Build Wealth

Allow us to genuinely put your needs first as we help you invest in diversified mutual fund portfolios and tax-favored plans.


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Leave a Legacy

Winning with money is not just about building a comfortable retirement for yourself. It also includes leaving a legacy for future generations.

Schedule An Appointment

A Trusted Dave Ramsey SmartVestor Pro

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Our Offer To you

f you are enrolled or have been enrolled in FPU, we will calculate your retirement and college saving needs for free

Legally, we are only able to act in our customers best interest. Practically, we want to serve you with the heart of a teacher – genuinely putting your needs before our own. No sales. No Pressure.

Take advantage of this!
  • Are you unsure about meeting financial goals?
  • Do you feel uneasy about your retirement?
  • Have you been sold bad investments?
  • Are you following a plan that meets your needs?
  • Does choosing investments cause anxiety?
  • Do you trust your current advisor?

We give you Guidance, Confidence, and Control

Your Financial Advisors

Jeremy Sharp, ChFC®
Jeremy Sharp, ChFC®Investment Advisor | Co-Founder of Stewardship Financial & Planning
Jake Norton
Jake NortonInvestment Advisor | Co-Founder of Stewardship Financial & Planning
Kyle Holehouse
Kyle HolehouseInvestment Advisor | Colorado Division of Stewardship Financial