Helping couples with a 401k, five years from retirement
Helping couples with a 401k, five years from retirement
Finding unbiased financial advice is difficult. That's why at Stewardship Concepts, we are fee-only. Our team of financial advisors in Spokane, WA, have the industry's gold standard CERTIFIED FINANCIAL PLANNERS™ designation and a fiduciary duty. You can have confidence in us because of our experience and peace of mind because we always do what's in your best interest.
Fiduciaries
Managing over $80,000,000 in investments as of 1/1/2024.
No commissions
Knowing when to start Social Security, tax, and retirement planning are essential.
Save taxes by using Roth conversions, withdrawals, and estate planning strategies.
We analyze if you have enough saved for retirement using leading financial planning software.
On-going financial investment management to help you reach retirement goals. Diversification, quality, and objective based.
One-time cost of $1,750. Putting together all your life's financial pieces to prepare for retirement. Unbiased, Fiduary advice.
Financial Advisor
Financial Advisor
Financial Advisor, Founder
We serve everyone with a Christian worldview. This means we offer unbiased financial planning without any commission or products. We remind fellow believers to be good stewards of what they've been given and put their trust in God, not their finances.
We've been serving clients since 1998, providing the best level of service. As of 1/1/2024, we manage over $80,000,000 of assets. At Stewardship Concepts, our financial advisor exceeds the requirements as a financial advisor and achieves the industry's gold standard designation of CFP®.
7307 North Division Street, Suite 205, Spokane, Washington 99208, United States
Copyright © 2024 Stewardship Concepts Financial Services, LLC - All Rights Reserved. Stewardship Concepts Financial Services LLC is a registered investment adviser in the State of Washington, Idaho and Montana. The Adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.