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Finance For The Family

$1000

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If you're in need of financial planning for the family or your family business, this package is the one for you. Stewardship Financial Group will begin this through an initial discovery meeting, where we will discuss all the main items that are on your focus right now. This can be pertaining to personal, family, and or business planning. We would consider it a privilege to get to know you and your family. Our goal is to learn more about what is most important to you and assist in achieving your financial goals, dreams, and ambitions.
Cash Flow Planning, Retirement Planning and Income Strategies, Life Insurance and Income Protection Strategies, Employee/Employers Group Benefits review and recommendations, Executive Deferred Compensation Strategies, Estate Planning Funding and Tax Efficiency Strategies, OR Charitable Giving Planning.