Helping Clients Make Good Decisions about Life, Business, and Money

“To Provide calmness for today, confidence for tomorrow, and clarity for the future”

Do You Often Feel…

  • Overwhelmed by the demands of
    the corporate life?

  • The business you own is demanding
    too much of you?

  • Uncertain about your financial plan during times
    of economic and market uncertainty?

  • Uncertain about your
    retirement timeline?

  • Frustrated with the amount of taxes
    you pay each year?

  • Unsure as to how to manage and
    pass along generational wealth?

Our Team Can Help…

Create a plan to help you optimize your personal financial goals.

Randy Working at His Desk

Create a plan to help you optimize your business financial goals.

Randy and Stephanie working with a Client

Integrate and simplify the
strategy for both.

Stephanie Working at Her Desk

Four Simple Steps to Financial Clarity

  • We Listen

    You deserve to be heard. We want to hear your story first.

  • We Understand

    We want to understand your story along with your dreams and goals.

  • We Plan

    Together we will plan a roadmap to help you reach your goals.

  • We Guide

    We will walk with you through the journey so you don’t have to do it alone.

That’s our role: to help you think through good, intelligent, prudent decisions.
— Randy Brunson

Our Services

Randy Working at His Desk

Steward Family Wealth

Stephanie Meeting with a Client

Retirement Plan Design & Management for Your Business

Downloadable PDF

What questions should I ask as I plan for the retirement?

Organizations We Support & Partner With