Wealth Management refers to a range of financial services, including investing, insurance recommendations, advanced planning for retirement, estate distribution, charitable giving, tax reduction strategies, and more.
At Life Stewardship Advisors, we never reduce your options to a few prepackaged insurance products, or a few pre-selected investment options. Instead, we work with you to understand your unique goals, objectives and financial situation, to develop a plan that works for you. Because we are an independent financial advisory firm, we are not associated with any particular company or broker dealer. As a result, we’re able to provide truly objective customized financial plans for each client, rather than looking out for the interests of a particular company or investment product.
Simply put, we’re here to serve you, not to sell you.
Investment Portfolio Analysis
If you have an active portfolio now, you may be wondering if you’re getting everything you could be from those investments. A professional investment portfolio analysis can help you identify whether you’ve taken on more risk than intended, or where funds may be under performing or underutilized.
Investment Portfolio Management Services in Lancaster, PA
Active Investment Portfolio Management is all about maximizing return on investment while minimizing risk. The professional portfolio managers at Life Stewardship Advisors know how to partner your investments with your goals, while providing sustainable returns. We constantly revisit your portfolio to ensure the correct balance of growth and capital preservation of your assets, while responding to shifting market opportunities and your own developing goals and circumstances.
Advanced Tax Planning
Do you understand the impact that taxes can have on your financial plan? As your wealth grows, you’ll become increasingly aware of the risk to your assets posed by taxes. Without the right strategy, it’s possible to see much of your portfolio and subsequent estate reduced by taxes. Your team at Life Stewardship Advisors understands the ins and outs of tax law, helping you secure a lasting legacy.
Fiduciary Responsibility as an Investment Advisor in Lancaster
As evidence of our commitment to your best interest, Life Stewardship Advisors serves as a fiduciary of your financial assets. As a fiduciary, we are bound by law to act in your best interest.