WealthPlan Stewardship Partners
Partnering with you through every step of Life’s Stewardship Journey
Mission
To be a steward partner with clients, helping them reach their goals through faith-based planning, advice, and investment opportunities in companies whose products and practices serve the world and make a positive impact.
Vision
To honor God by bringing increasing awareness of financial planning, advice, and investing, done through a biblical worldview lens, to our community and beyond.
Our Services
We are driven to help all investors seeking advice and guidance within their financial lives. As believers in Jesus Christ, we focus on delivering our services through a Biblical worldview lens.
Retirement
- IRA’s:
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- TRADITIONAL, ROTH, SIMPLE, & SEP
- 401k’s
- Retirement Planning
- Income Planning
- Social Security Planning
Retirement
Financial Planning
- Budgeting and Cash Flow Analysis
- Debt Strategy
- Financial Plan Projections & Reviews
- Risk Management – Insurance Needs & Long-Term Care
- Business Planning
- College Planning
- Philanthropic Planning
- CPA & Attorney Collaboration
Financial Planning
Estate Planning
- Leaving a Legacy
- Charitable Giving
- Beneficiaries
- Work with Next Generation
- Asset Distribution
- Estate Evaluation
- Gifting Strategies
- Assist in Preparing The Next Generation
Estate Planning
Trust & Will Services
- Review of Existing documents w/ Estate Plan Summary
- Help Facilitate State Specific Document Creation
- Deeds, Wills, and Trusts
Trust & Will Services
Portfolio Management
- Risk Tolerance Assessment
- Asset Allocation
- Investment Implementation
- Stocks, Bonds, Mutual Funds, CDs, Money Markets, REITS, Annuities, Structured Products
- Managed Accounts
- Tax Managed Strategies
Portfolio Management
Values-based Investment Screening
- Biblically Responsible Investing (BRI) / Faith based investment screening tool
- Used to assess company values & practices
- Being a good steward of God’s resources
- Alignment of your values with your investments
Values-based Investment Screening
Check the background of investment professionals on FINRA’s BrokerCheck.