Our Monthly Estate & Retirement Financial Planning Subscription
As part of our monthly financial planning service, you’ll receive all of the following one-on-one with your personal financial advisor:
Free Introductory Meeting
- We’ll learn your unique story
- Brainstorm your family’s financial goals
- Create your personal action plan
- Decide whether a financial planning relationship is right for you
Consultations
- Major purchases
- Retirement planning
- College
- Estate planning
Annual Reviews
- Overall financial plan
- Estate plan
- Insurance Policy
- Detailed investments review
Tax services
- End-of-year tax planning
- Tax return review
- Assistance with tax strategies
Resources
- Personalized financial planning website access
- Quarterly webinars
We operate with your best interests in mind, every single time.
StewardRight is a fee-based financial services firm that is independent from the broker-dealer world. We have zero ties to a big box firm or to the pressure that comes with those firms to sell a certain product.
We believe that as life changes on an ongoing basis, your financial plan and portfolio management should follow suit.
As personal CFOs for your home or business, our financial advisors focus on hearing your needs (where you are and where you want to go) and help you create a comprehensive financial plan.
Our team is ready to help you answer any questions you may have, whether it be “What do I do with my retirement account?”, “How do I ensure I have enough money for retirement?”, or “How do I make sure I don’t run out of money during retirement?”.
*Business consulting provided through StewardRight® Growth, LLC.
StewardRight® Growth, LLC is committed to empowering closely held businesses to thrive in their community.
Thriving businesses empower thriving communities.
Value growth advising and succession for SMALL – MID SIZE BUSINESSES
Your company has potential and value waiting to be unlocked. Here’s how we can help:
- Produce a Value Opportunity Profile for your company
- Value Growth Advising for optimizing company value
- Transformational strategic planning process
- Assist in buy/ sell reviews
- Assist in mergers & acquisition opportunities
- Succession planning for ownership and key employees
By methodically focusing on company specific risk, we create a roadmap to increasing your company’s intrinsic value and help your management team lead the company through a transformational planning process.
— Mike Proctor, CVGA