Stewardship Concepts Financial Services, LLC
We focus on helping Spokane retirees over age 50 with $1 million or more in a 401(k) with Roth Conversions.
We maximize your 401(k) by minimizing taxes and risk through smart financial planning, tax-efficient withdrawals, and investment management.
Our firm has been around since 1998. We’re fee-only, meaning we don’t sell insurance or earn commissions.
We’re paid a flat financial planning fee or a percentage (around 1%) of the assets we manage.
Our team of financial advisors includes three CFP® professionals with over 50 years of combined experience. When you work with one of us, you get the strength of the whole team.
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.