Guiding Your Path to a Purposeful Retirement

Enrich Your Golden Years by Defining Your Unique Retirement Style

You shouldn’t have to spend your retirement years worrying about the numbers. Just as the way you earn a living aligns with personal preferences, so should your retirement income strategy. By understanding your unique retirement income preferences, you’ll ensure your strategy is not just credible but comfortable for your journey ahead.

Think of it as a roadmap for crafting a retirement plan that resonates with your aspirations. With Faithful Steward Wealth Advisors, clarity is the first step—know where to begin and confidently implement a strategy that leads to a fulfilling and secure retirement.

Michael Peterson understands that retirement planning goes beyond just numbers. He specializes in creating personalized plans that align with your values and goals, whether you seek a  Certified Kindom Advisor® faith-based approach or a traditional one. His commitment to building long-term relationships ensures you feel valued and supported throughout your retirement journey.

In addition to understanding your retirement style, knowing how spending will change over the course your retirement is critical to your plan. Enjoy our complimentary guide: “Retire Mindfully, Live Fuller: Why Understanding Spending Patterns Matters,” to learn how planning for changing spending patterns can help you avoid over-saving and maximize your retirement enjoyment:

Don’t Know Where to Start?

Embarking on the path to retirement can be overwhelming, especially when faced with the complexities of tax planning and estate planning.

Let me be your guide. Schedule a complimentary Fit Meeting to explore your financial goals, address concerns, and learn how Faithful Steward Wealth Advisors can help you navigate the journey.

Who We Are

About Faithful Steward Wealth Advisors

At Faithful Steward Wealth Advisors, we’re more than a financial advisory firm—we’re your partner in faith-aligned financial guidance, specializing in retirement planning. Our foundation is rooted in unwavering values and beliefs, forming the cornerstone of our commitment to your financial well-being.

Great retirement planning should be as much about you as it is about your money, which is why we reject one-size-fits-all solutions. Our Personalized Retirement Planning™ process ensures that your plan aligns perfectly with your unique retirement personality.

At Faithful Steward, we go beyond numbers. Our commitment is to make your retirement journey not only financially secure but deeply meaningful, reflecting your values, goals, and faith. Your journey to financial well-being begins with a partnership that understands and respects your unique aspirations.

Our Process

How We Work With Our Clients

Embarking on your financial journey with Faithful Steward Wealth Advisors begins with a complimentary Fit Meeting. In this session, we explore your financial planning goals, address any concerns, and discuss how we work with clients. This is your chance to ask questions about our process, services, and fees. We provide clarity on every aspect.

Collaboration to Craft Your Financial Legacy

With a focus on retirement planning, we work collaboratively with you and on your behalf, including giving you access to our effective Retirement Income Style Awareness (RISA) technology.

  • We’ll help sort out your current financial situation and assess what you need to do to make the retirement you want a reality. The process is personal and tailored to your dreams.

  • We’ll map your suitable path forward. Whether it’s personalized financial planning or simplified investment services – we will help you figure out what is best for you.

  • Planning plus results equals performance. We’ll determine what needs to be done, and then get it done for you. Then we assess our progress toward your goals to make sure we’re on track.xt goes here

Introducing the RISA

The Retirement Income Style Awareness Profile

Think of the RISA as a counseling session between you and your retirement income plan. The RISA leverages scientific and iterative processes, eliminating any doubts about the right retirement style for your unique situation. 

Often, advisors are giving you advice based on their style, not yours. RISA changes that. The powerful insights provided by this exclusive service help us pinpoint your retirement preferences and style, matching those details with the timing of account withdrawals and nuanced tax management. 

For more information, and access to your own RISA questionnaire, enroll in our webinar, today.

Learn your unique retirement income style:

What We Do

See Our Full List of Services

  • Tax Planning

    Taxes are at the core of financial planning. We analyze past returns, seek tax-saving opportunities, and discuss potential consequences throughout the year to save you money.

  • Estate Planning

    We know that helping you pass on your wealth is crucial, and offer proactive guidance around wills, trusts, powers of attorney, healthcare directives, beneficiary designations, and more.

  • Retirement Planning

    Pre-retirement, we help accumulate and position wealth. Post-retirement, we focus on wealth preservation, reliable income generation, and optimizing pension and Social Security benefits.

Book a Fit Meeting

Next Steps

Are You Looking Forward to a Purposeful Retirement?

Are you looking for a strategy to guide you into and through a successful retirement? Contact Faithful Steward Wealth Advisors below to find out how we can help make sure you enjoy the retirement lifestyle you deserve.