Our Services are comprehensive in scope, but by design narrowed in respect to the specific plan unique to your situation.
What is a registered investment advisor? A Registered Investment Advisor (RIA) is an advisor or firm engaged in the investment advisory business and registered either with the Securities and Exchange Commission (SEC) or state securities authorities. LSA is an Independent RIAREAD MORE >
The Life Stewardship Advisors approach to Financial Planning is comprehensive and incorporates a deliberate thread of Stewardship principles into all relevant areas which include:
Legal documentation, Cash Flow, Investments, Insurance, Estate, and Charitable
Our definition of Stewardship means to be an “Accountable caretaker and wise investor of all the resources that have entrusted to you”. Understanding this principle, LSA carefully crafts a unique comprehensive plan for each client according to your specific needs.
We begin with a careful overview of essential needed legal documents and outside counsel to implement. Next positive cash flow is addressed. We start by helping you incorporate regular savings and debt reduction as a foundation to your planning. “The plans of the diligent lead to profit as surely as haste leads to poverty” (Prov 21:5 NIV)
Once investing is a reality LSA will provide careful fundamental analysis, diversification and active management to your portfolio. “Divide your portion to seven, or even to eight for you do not know what misfortune may occur upon the earth”. (Eccl 11:2 NASB)
In order for Risk to be effectively managed, we will provide a broad comprehensive analysis of all insurance needs including appropriate recommendations. A continued step in the process is to utilize proven timeless strategies and current effective techniques for desired estate transfer. “A good man leaves an inheritance to his children’s children”. (Prov 13:22 NASB)
Finally we partner with you to discover the opportunities and joy of giving! The summation of LSAs partnership with you in the planning process, is to empower you to: “Earn all you can, that you may Save all you can, in order to Give all you can.” - John Wesley