407-539-1272
don@stewardshipadvisory.com
Login
Stewardship Advisory Group Home
Stewardship Advisory Group Home
  • Home
  • About 
    • My Story
    • Mission Statement
    • Education & Background
    • Kingdom Advisors Code of Ethics
  • Our Services 
    • The Financial Planning Process
    • Ideal Client Profile
  • Resource Center 
    • Retirement
    • Investment
    • Insurance
    • Tax
    • Money
    • Estate
    • Lifestyle
    • Another black eye for ESG ratings
  • Tools 
    • Glossary
    • Tax Resources
  • Contact
  • Schedule a Consultation
Login

A New Way to Look at Your Bucket List

Bucket lists don’t have to be for tomorrow.

Have A Question About This Topic?

Thank you! Oops!

Related Content

Systematic Withdrawals in Retirement

Systematic Withdrawals in Retirement

Taking regular, periodic withdrawals during retirement can be quite problematic.

Rightsizing for Retirement

Rightsizing for Retirement

What does your home really cost?

Principles of Preserving Wealth

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Contact

Office: 407-539-1272

17011 S.R. 50

Suite 203

Clermont, FL 34711

don@stewardshipadvisory.com

Quick Links

  • Retirement
  • Investment
  • Estate
  • Insurance
  • Tax
  • Money
  • Lifestyle
  • All Articles
  • All Videos
  • All Calculators
  • All Presentations

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Copyright 2023 FMG Suite.

This communication is strictly intended for individuals residing in the states listed below. No offers may be made or accepted from any resident outside the specific state(s) referenced.

A broker-dealer, investment advisor, BD agent, or IA representative may only transact business in a state if first registered appropriately. Follow-up or individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements.

For information concerning the licensing status or disciplinary history of a broker-dealer, investment advisor, BD agent, or IA representative, a consumer should contact his or her state securities law administrator.

Don Purcell is an Investment Advisor Representative offering Financial Planning and Investment Advisory services through Stewardship Advisory Group, LLC; an SEC Registered Investment Advisor. *Legacy Coaching services are offered through Stewardship Legacy Coaching, LLC. Securities are offered through United Planners Financial Services, a Limited Partnership, Member FINRA, SIPC.- Stewardship Advisory Group, LLC and Stewardship Legacy Coaching, LLC are not affiliated with United Planners Financial Services.

We are registered to sell Securities in the following states:
Arizona, Colorado, Florida, Georgia, Illinois, Indiana, North Carolina, North Dakota, Ohio.