Six Key Areas of Financial Planning
Retirement
a. Do I have enough saved or am I saving enough for retirement?
b. Which accounts should I draw from and when should I take social security?
c. Can I afford health insurance if I retire early and what are my Medicare options?
Taxes
a. How do I reduce my taxes today and for the future?
b. Does a Roth conversion make sense for me?
c. Should I make pre-tax or Roth contributions towards my retirement?
Investments
a. Am I using the right investments based on my goals?
b. Am I being too aggressive or too conservative?
c. Do I understand my investment fees?
Estate Planning
a. What type of legacy do I want to leave?
b. Are my heirs prepared to inherit the wealth that I have built?
c. Is my current estate plan the best for my family?
Protection
a. Are my loved ones protected if something happens to me?
b. Do I need or have enough life insurance?
c. How do I plan for the cost of long-term care?
Generosity
a. I want to give more, but can I?
b. Am I giving strategically to benefit others and minimize my taxes?
c. Am I being intentional with my current giving?
Contact INFO
Phone: (919) 803-0035
Fax: (919) 803-2167
info@steward-wealth.com
343 E Six Forks Rd, Suite 388, Raleigh, NC, 27609
SOCIAL MEDIA
Check the background of your financial professional on FINRA’s BrokerCheck
Securities, insurance and investment advisory services offered through FSC Securities Corporation, member FINRA/SIPC and a registered investment adviser. Additional insurance services offered through Steward Wealth Strategies, not affiliated with FSC Securities Corporation.
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.
RamseyTrusted is Ramsey’s seal of approval in the marketplace—a symbol fans can look for to find service providers the Ramsey team endorses. As a SmartVestor Pro, I’m proud to be RamseyTrusted. That means I consistently meet Ramsey’s high standards of excellent customer service. Now, to be clear, the RamseyTrusted shield isn’t an indicator of industry know-how. It’s a symbol that proves I’ve earned Ramsey’s trust by being missional, coachable and reliable. And speaking of trust—you should understand that I pay to promote my services as a SmartVestor Pro to receive clients. Dave Ramsey and the Dave Ramsey SmartVestor Pro program is not affiliated with FSC Securities Corporation and is not sponsored or endorsed by FSC Securities Corporation. The FSC Securities Corporation Financial Registered Representative(s) associated with this site may only discuss and/or transact securities business with residents of the following states (registrations vary by individual representative): AL, AZ, AR, CA, CO, CT, DC, FL, GA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MO, MT, NJ, NM, NY, NC, OH, OK, PA, SC, TN, TX, VA, WA and WV.
Certified Kingdom Advisors is a professional membership community that specializes in serving the investment needs of Christians. CKA® financial professionals incorporate biblical principles in the advice they give to their clients. The issuing organization is Kingdom Advisor, Inc.. Additional information is available at kingdomadvisors.com.
When you access any of the links or web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.
Copyright 2023 Steward Wealth Strategies, all rights reserved.