Stewardship Legacy Coaching, LLC

Home
United States
Clermont, FL
Stewardship Legacy Coaching, LLC

Stewardship Legacy Coaching™ extends beyond the dollar sign to help you accumulate lasting treasure

Stewardship Legacy Coaching™ extends beyond the dollar sign to help financially blessed clients accumulate lasting treasure and leave a lasting legacy. It is a unique process we use to assist our clients in five primary areas of their Legacy™. By helping clients quantify how much is enough for them, our Stewardship Legacy, LLC process can lead to a quantum increase in current giving and increased

joy in being generous givers! We routinely see that clients who fit our Ideal Client Profile can double, triple, or even quadruple their current giving to ministry because of this part of our process! By helping clients quantify “how much is enough” for their children and grandchildren, and why and how, our Stewardship Legacy, LLC process leads to significantly increased planned gifts for ministry (as well as stronger family legacies and the passing on of wisdom as well as wealth to future generations!)

By strategically utilizing our client’s business, real estate and other “non-cash” assets, we are able to “unlock” a significantly greater amount of current and deferred gifts for ministry (while at the same time, helping the donors save significant amounts of money in taxes that help fund these gifts to ministry!)

Our Value Proposition

We are so confident in the Stewardship Legacy, LLC process that the Lord has blessed us with, that we guarantee clients who fit our Ideal Client Profile and engage us, that in the first 12-24 months they will save 5 times what they pay us in current income tax savings or at least 10 times what they pay us in estate or IRD tax savings! Most prospective clients find this to be a compelling Value Proposition and engage us for the Stewardship Legacy, LLC process. We make a similar guarantee to churches and ministries that engage us to serve their donors!

07/21/2026

Have you checked your beneficiary designations lately? Your retirement accounts and life insurance policies pass according to the beneficiaries you've named—not necessarily what's written in your will. A quick review today can help avoid confusion tomorrow. www.stewardshiplegacy.com

07/20/2026

Want to make saving easier? Set up an automatic transfer to your savings account each payday. Even a small amount can add up over time—and you won't have to think twice about it! Consistency is one of the best tools for building financial security. www.stewardshiplegacy.com

07/19/2026

"The plans of the diligent lead to profit as surely as haste leads to poverty." — Proverbs 21:5 Wise financial decisions are rarely rushed. With prayer, planning, and patience, we can honor God through the way we manage what He's entrusted to us. Have a blessed Sunday!

07/18/2026

This weekend, set a family savings goal! Whether it's for a vacation, a special outing, or a holiday tradition, working toward a goal together teaches patience, teamwork, and wise money habits. Every big goal starts with one small step. www.stewardshiplegacy.com

07/17/2026

Diversification isn't about chasing the best-performing investment—it's about building a portfolio that can weather different market conditions. A balanced approach can help keep you focused on your long-term goals. www.stewardshiplegacy.com

07/16/2026

Did you know? Some employer retirement plans offer a Self-Directed Brokerage Account (SDBA), giving participants access to a broader range of investment options. If you're looking for more flexibility in your retirement strategy, it may be worth exploring. https://keap.page/hgw431/sdba-li.html

07/15/2026

"The earth is the Lord's, and everything in it." — Psalm 24:1 Everything we have is a gift from God. As faithful stewards, we're called to manage His blessings with wisdom, gratitude, and generosity. www.stewardshiplegacy.com

07/14/2026

Life changes—and your estate plan should too. If you've recently gotten married, welcomed a child, retired, or experienced another major life event, it may be time to review your will, beneficiaries, and other important documents. A current plan is one of the greatest gifts you can leave your loved ones. www.stewardshiplegacy.com

07/13/2026

Before making a purchase, ask yourself one simple question: "Is this a need or a want?" Pausing to think before you spend can help reduce impulse purchases and keep your financial goals on track. Small, intentional choices today can make a big difference tomorrow. www.stewardshiplegacy.com

07/11/2026

One of the best investments you can make is teaching your children about money. Simple conversations about saving, giving, and spending wisely can build habits that last a lifetime. Financial wisdom starts at home. www.stewardshiplegacy.com

Address

17011 SR 50, Suite 203
Clermont, FL
34711

Telephone

+14074701405

Website

http://www.stewardshiplegacy.com/

Alerts

Be the first to know and let us send you an email when Stewardship Legacy Coaching, LLC posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.