At Stewards Planning Group, we help clients maximize their impact and legacy by supporting charitable causes. As we make an allocation plan for your short-term income needs and long-term goals, we encourage our clients to budget to live and give–not merely budget to save. And when we enter the ‘Transfer’ stage of our financial planning process, we help you answer the question, “What should I do with the rest?”

For many clients, giving to philanthropic causes is a key component of purposeful, abundant living, and our tax-intelligent approach to charitable giving helps extend the impact of your gifts. By using tax-saving strategies like donor-advised funds or qualified charitable distributions directly from your retirement accounts, we ensure the most money possible goes directly to the causes you feel called to support.