Stewardship Matters, Inc

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Stewardship Matters, Inc I work with people who are committed to greater financial clarity, in order to gain peace of mind an Financial Planning and Investment and wealth management

10/13/2026

Major gift today and income for life for your donor. Swiss army knife of charitable planning. Interesting I find individuals who are not generous however they wish to be generous and find this as tool unlocks their wallet and heart.

10/09/2026

Bunching Strategy can provide real benefits to generous people.

10/09/2026

2018 the standard deduction amounts and rules changed significantly. It is estimated that only 10% will itemize their taxes in 2026. Learn "Bunching Strategy" and how it makes possible greater tax efficiency for those that are generous.

For a small business, the loss of a key person could cause financial hardship.
09/12/2026

For a small business, the loss of a key person could cause financial hardship.

Business owners may be able to protect themselves from the financial consequences of losing a key employee.

Do you know what your insurance needs are, when you’re married, with children?
09/11/2026

Do you know what your insurance needs are, when you’re married, with children?

When you’re married and have children, insurance needs will be different.

Just because you’re under 65 years of age doesn’t mean you don’t qualify for Medicare. There are a few specific scenario...
09/09/2026

Just because you’re under 65 years of age doesn’t mean you don’t qualify for Medicare. There are a few specific scenarios where you are eligible earlier. Learn more:

You might qualify for Medicare if you’re under 65-years-old. This article will explain the conditions where you may qualify for Medicare early.

What would happen to your loved ones if you were gone? Make financial preparations today.
09/05/2026

What would happen to your loved ones if you were gone? Make financial preparations today.

Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.

Second homes have unique risks and insuring them is different than a primary home.
09/04/2026

Second homes have unique risks and insuring them is different than a primary home.

There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.

Whether your 65th birthday is on the horizon or decades away, understanding the different parts of Medicare is critical....
09/02/2026

Whether your 65th birthday is on the horizon or decades away, understanding the different parts of Medicare is critical. [Learn More Now]

Learn about all the parts of Medicare with this informative and enjoyable article.

Address

511 N Maitland Avenue
Maitland, FL
32751

Opening Hours

Monday 8am - 5:30pm
Tuesday 8am - 5:30pm
Wednesday 8am - 5:30pm
Thursday 8am - 5:30pm
Friday 8am - 4:30pm

Telephone

+14076449411

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