Welcome to Strategic Stewardship

A Letter to Our Clients from Strategic Stewardship

"Affluent families have a unique set of circumstances and choices, and our role is to help you make good decisions concerning money.

"We work with you to understand your vision - how you see moving from success to significance in your business and in your life. By quantifying where you are now and where you intend to be, we develop your plan to integrate your values with your goals and achieve your ideal future.

"As advocates on behalf of businesses and families requiring specialized financial and advisory services, we design creative solutions, coordinate resources, secure financial instruments and manage your results.

"Please take a look at the challenges facing our business clients and the affluent families we serve. Then explore these pages and test how our capabilities and our innovative approaches could help you."

Greg Freeman and Terry Ford, Principals

For Your Business

  • How to increase the value of your business and help assure your success with future transition options.
  • How to fund retirement income for your management team, aligning personal success and corporate success into the future.
  • How to use business access to resources to expand financial and risk management opportunities for you and your employees.

For Your Family

  • How to protect your personal assets so you can realize all your lifestyle goals over a long lifetime.
  • How to assure continuing control of family assets so they achieve the right goals for the right people at the right time in the right manner.
  • How to finish well - expanding your legacy so your success has the greatest impact in your community and for all of society.