We understand that your business may be your most significant asset.
Whether you spent half your life building your own company or worked extraordinary hours to bring an established firm to the next level, we understand that your business may be your most significant asset. Business planning focuses on wealth management issues specific to business owners and shareholders. Through that lens we assist in risk management planning, executive planning, and succession planning. Being prepared through planning is critical in protecting your assets.
Providing the right type of retirement plan has many benefits for both the business and the employees. Many plan sponsors are left out there as a fiduciary without having the experience and knowledge to truly fulfill the role. After all, it’s not what you do best, but instead a requirement. At Stewardship, we offer all of the core retirement plans while working with you in a co-fiduciary relationship, aligning our interests with yours. We will work closely with you to determine what you want to achieve through the plan and how it will best serve its participants.