Finances can be complicated and overwhelming. We are here to guide and assist you in your important financial decisions so you can make the most of your life. We provide guidance at the intersection of life and finance. Our wealth management expertise brings your life's journey into focus by providing you with the clarity and confidence you need to make informed choices about your future.
We offer comprehensive, holistic, and unbiased advice that takes your whole story into account and helps you better plan your journey, in the here and now. And we walk with you on that journey. The first time you meet with our team, we will be focused only on listening to you discuss your current life.
We offer comprehensive, holistic, and unbiased advice that takes your whole story into account and helps you better plan your journey, in the here and now. And we walk with you on that journey. The first time you meet with our team, we will be focused only on listening to you discuss your current life.
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Lee Shertzer began his career as a financial planner in 1985 to do what he loves most - working with people and helping others manage their finances through the many challenges that life brings. In 1995, Lee started NORLANCO Financial, LLC, an independent firm representing Mennonite Mutual Aid (MMA) in its work with local churches.
Too often, investment and retirement planning are viewed as a one-size-fits-all plan. Simply input how much you make, when you want to retire, and out pops investment advice. That might be great for a robo-advisor, but if you are like most of our clients, you are looking for something more.
At Stewardship Advisors, we start any financial planning meeting with where you currently are and where you want to be in the future, discussing the things that really matter: your possibilities, goals, dreams, and plans.By focusing on the why, we can create a custom financial plan that measures success not by the highs and lows of the stock market, but rather by how soon you can achieve your goals.
At Stewardship Advisors, we start any financial planning meeting with where you currently are and where you want to be in the future, discussing the things that really matter: your possibilities, goals, dreams, and plans.By focusing on the why, we can create a custom financial plan that measures success not by the highs and lows of the stock market, but rather by how soon you can achieve your goals.
Are you confident in your current financial plans? Will you ever have enough money to retire? How are you going to reach your next financial goal? If you are unsure how to answer any of these questions, you are in good company. It is our experience that most people aren't confident in their financial plans.
Success in retirement looks different for everyone. For some, it looks like the freedom to travel, see the world, and enjoy new experiences. Others might view retirement as a great opportunity to spend time and spoil their loved ones. Still for others, retirement looks like blessing organizations and causes close to your heart with time and resources.
Few things in life are guaranteed; death and taxes are two of them. Through a comprehensive estate plan, you can minimize the impact of taxes, so you can maximize your blessing to the people and causes that are important to you after you pass. At Stewardship Advisors, we actively encourage every client to plan for their estate.
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David Martin
Oct 12, 2019
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