Are you in your 30s or 40s?
If you are like many in this stage of life, you have been married for a number of years, your career is accelerating and your family is growing.
You may not have thought about your long term goals or put together a financial plan, but now is the perfect time to get started! We have been in your shoes, and know how overwhelming it can be to make the right financial decisions.
Are you in your 50s or 60s?
At this point in life, your family is growing up and your children are getting ready to go out on their own. You also may be anticipating other changes and thinking about what comes next.
If you’re nearing retirement or recently retired, then it is time to make sure you have a solid plan in place for the next chapter of your life.
No matter what stage of life you are in, our CERTIFIED FINANCIAL PLANNER® takes the time to walk you through the process of creating a financial plan, prioritizing saving, and managing your investments.
Give us a call at 615-895-7773, or Schedule A Consultation today to get started!
Comprehensive Financial Planning
Are you prepared for everything life will throw at you? We help make the most of your resources and make sure you are protected from life’s uncertainties with a customized financial plan.
Asset Management Services
We know that it can be overwhelming and time consuming when it comes to saving and investing. Being good stewards of your assets means we manage everything in-house, helping put your mind at ease.
Retirement Account Services
Are you approaching retirement or recently retired? We can provide you with a plan that helps you enjoy the next chapter of your life and get your retirement started off on the right foot.
We believe choosing a financial advisor that can be trusted with everything you value is one of the most important decisions you can make. We value your trust.
See what one of our clients had to say about their experience!
Meet Your Steward
Brian J. Walsh, CFP®
262 Robert Rose Drive
Suite 100
Murfreesboro TN 37129
Email: brian.walsh@lpl.com
Office: 615-895-7773
Originally from Mt. Pleasant, TN, Brian graduated from MTSU and chose to call Murfreesboro home. He has worked in the financial services industry for 10 years and is a CERTIFIED FINANCIAL PLANNER®. In addition to serving clients, Brian is passionate about his local community. He, his wife Kaitlyn, and their two children are active members of the Northfield Blvd. Church of Christ. Brian has also had the privilege to serve on the boards of the BRAA, MTSU National Alumni and the Murfreesboro Young Professionals. He was honored to be named the 2018 Jones College of Business Young Alumni of the Year.
Are you ready to get started?
1. Schedule A Meeting
Get to know one of our financial advisors and discuss your priorities and goals.
2. Craft Your Financial Plan
We will provide you with a personal plan that we can use together to best maximize your resources.
3. Working & Growing Together
With Stewardship Capital by your side, you’ve got a partner working with you to help you pursue your goals.
Schedule A Consultation
Thank you for your interest in setting a meeting with Stewardship Capital Advisors. Please fill out the form on the right and we will get back to you shortly to set an appointment.
You may also reach out to us directly via phone, or email:
Call us at 615-895-7773
Email us at brian.walsh@lpl.com
We look forward to meeting with you!