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:
Life Stewardship Advisors provides comprehensive Financial Planning Services in Lancaster, PA.
For us, Financial Planning is about much more than dollars and cents. It’s about helping you become a steward of your wealth, so that you can live a more purposeful and more satisfying life.
For more than thirty years, we have served our neighbors in Lancaster, PA with comprehensive financial planning services. We help our clients achieve their financial goals with personal financial plans that are tailored for each client’s unique financial situation. We will never present you with cookie cutter financial plans.
We believe in a holistic approach to financial planning, incorporating a total life perspective that helps you get where you want to go faster and with greater clarity.
Once we’ve established your unique financial plan, our work doesn’t end there. We make a commitment to our clients to be an ongoing resource as a financial mentor and coach, helping you to make and support the decisions that will lead to the fulfillment of your financial plan.
We promise to remain available to you through every season of life. With proper counsel and transparent financial strategies that allow you to take control of your finances and take the next steps with confidence. Whether preparing for retirement or looking to invest for the first time, we are here for you.
As an Independent Registered Investment Advisor in Lancaster, PA your financial planning team at Life Stewardship Advisors is not tied to any one family of funds or investment products. We serve you, our client, as fiduciaries, and we hold ourselves to the highest standards of care and due diligence in the managing of your assets. Our fiduciary responsibility to our clients means that we are bound to serve your best interests, and not those of third parties.
Your financial planner at Life Stewardship Advisors will be a Certified Financial Planner (CFP). The designation of a Certified Financial Planner is given in recognition of our commitment to a professional code of ethics, high competence and responsibility, as well as ongoing learning and extensive knowledge in the multiple areas of financial planning.
While the term, “financial advisor” can refer to almost anyone selling financial products or services, Certified Financial Planners provide a level of knowledge, integrity, and the legal commitment to their clients to work in their client’s best interest. When seeking a financial planner to help achieve your long-term financial goals, you should ensure that you’re working with a Certified Financial Planner.
Certified Financial Planners are certified to consult with clients on everything from tax preparation to estate planning, charitable giving, and more.
We offer a complimentary initial financial consultation to all of our clients, because we believe that financial relationships should be based on trust and transparency. We want you to have the opportunity to meet our team, and understand fully what we can offer you, before making a commitment. Contact us today to schedule your Free Financial Consultation in Lancaster, PA.
Legal documentation, Cash Flow, Investments, Insurance, Estate, and Charitable Giving
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