Apply our five core stewardship principles focused on helping you save for future needs.Learn and master the five efficient uses of money.Save powerfully utilizing the Tax Control Savings Plan. Interview with Fran Tarkenton Power of a Trust War for Your Wallet What We Do What’s in a Number Who We Are LB2 Business Owners Show all Retirement Savings Stewardship Tax Five Core Stewardship PrinciplesSuccess in any discipline, craft, profession, vocation, sport, or any life skill requires knowledge, experience and practice of the…Stewardship The Relationally-Driven Life Stewardship ProcessWe help you think about estate planning integrated with financial planning. We help you think about managing potential risks of loss…Stewardship Five Efficient Uses of MoneyAs a full service advisory firm, we do more than advise and get paid by our clients for managing their money. We work hard to develop…Savings How the Tax Control Savings Plan WorksIt may seem counter-intuitive that a generous steward must be a wise, prudent saver. But it’s not. What we often find with our clients is…Tax Managing the Threats That Could Affect Your RetirementWe integrate risk management assessment into a comprehensive life stewardship plan. Two of the central tenets of our planning process are…Retirement Sixteen Threats to Your RetirementAncient wisdom tells us that a prudent steward sees danger and takes refuge, but the unwise ignore it and suffer for it. Seeing potential…Retirement Tax Control Savings Plan: An Illustrated ExampleTo make the math simple, let’s say you need $100,000 after tax to live on in ReHirement. And let’s imagine it’s the year 2026. Because the…Tax Think “ReHirement,” Not Retirement.We call the point in time when you have enough in savings to fund your living expenses through projected mortality Critical Stewardship…Retirement Using the Tax Controlled Savings Plan to Leverage Your LegacyThere are a variety of different strategies for leveraging your legacy using before tax savings, and each depends on the client’s…Tax
