Wealth Management

Beginning Investors

Young professionals have all the financial & planning information within a click. The combined wisdom & experience of LSA is the source to sort it out. “Applied Knowledge is Power.”


Preparing for Family, Career & Retirement is a daunting task. LSA’s unique stewardship planning process is the holistic approach you need. Let us help you reach your “Full Potential”

Retire Confidently

You’ve earned what you have by hard work. Now do well to protect it. Secure & Wise investing through LSA can help maintain your quality of life. ” A Smart Investor is a Safe Investor”

No one likes to think about end of life planning, but the truth is that estate and legacy planning is one of the most important things you can do for your loved ones – and yourself.

Estate planning isn’t just about wills and trusts – it’s about passing wisdom as well as wealth. True stewardship of your resources involves planning for more than just your lifetime. 

Envisioning your legacy can be incredibly fulfilling, giving you peace of mind that even after you’re gone, your resources can continue to care for your loved ones and your community. It can also help direct how you allocate resources during life.

At Life Stewardship Advisors, we believe that legacy and estate planning includes your: 

  • Personal Legacy
  • Family Legacy
  • Financial Legacy
  • Business Legacy
  • Charitable Legacy

Combined, these are the spiritual, intellectual, emotional, and social legacies you will leave behind. We help you do it well.

More Than Just Wills and Trusts

By planning ahead, creating a quality succession and inheritance process, and envisioning a future beyond your years, you can make sure that your loved ones are taken care of and your legacy continues.

Unfortunately, many people put off estate and legacy planning until it’s too late. They mistakenly believe that they don’t need to worry about it until they’re older or ill. But the fact is that everyone should be thinking about estate planning and your legacy, no matter how young or healthy they are.

We believe that legacy planning helps individuals think beyond themselves, focusing your attention and values on your family, your community, and the greater world – and how your resources (no matter how large or small) can carry influence.

Legacy or estate planning helps families be “intentional” about the legacy they leave. We work hard to help you with legacy by design, not legacy by default.

Legacy planning with LSA will help you to prepare wisely for questions like:

  • What inheritance amount will be a blessing versus a curse for your loved ones?
  • What do you hope your family will do with their (and your) financial resources?
  • What’s the most tax-efficient way to transfer wealth?
  • How to know if you need a trust.
  • Have you prepared your family for what they will be receiving?
  • Will you leave assets to charity, and how?
  • What will happen to the family business?

The good news is that it’s never too late to start estate planning. If you haven’t done it already, now’s the time to get started, and legacy planning is part of every client journey with Life Stewardship Advisors.

Get an Estate Plan in Lancaster

We’ve been helping people like you plan for their later years for more than three decades. We’ve walked with families through business successions, family inheritances, property transfers, and so much more. 

As stewards of your resources, together we’ve walked through common and unique situations, and we recognize the pitfalls and winning strategies that can help families thrive, grow, and leave deep, lasting legacies. 

It’s never too late for a conversation on legacy and estate planning. Get in touch today to learn how LSA can help you prepare for the worst, and plan for the best. Your resources are a gift – let’s make them continue bearing fruit for years to come.


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