It’s time to live stewardly.

Living Stewardly is for every stage of life, yet we understand every stage of life is different. So we offer services that fit your needs at each stage of life.  Our services are available to families and small businesses who want to take a Stewardly approach to life.

We provide strategic guidance in written financial plans intended to last your lifetime with updates as you go. And we are here to guide you with tactical guidance as life changes and new solutions are needed.

Strategic Advice

(Fee for Advice Services)

Every client engagement is unique but every one of our client relationships is focused on completing a comprehensive Master’s Plan covering our 5 target approach of earning, managing, storing, protecting and transferring wealth. We generally begin each client relationship focused on one or two topics identified as an immediate concern.   Over time, we help you enjoy the contentment that comes with having a completed life plan. Here’s how we serve you.

  1. A la carte fee planning addresses a single planning concept such as cash flow planning or saving/investing plan, as a part of a larger target such as managing wealth. This is a customized planning agreement suited to your available budget.
  2. Our bundled fpConcierge Steward Program has 4 pre-determined level of services and associated fees depending upon your level of needs and associated budget.

During our initial discovery meeting, we discern and will advise you on how your need could best be served.

Regardless of which engagement you choose, our process is an unbiased and objective approach to planning your financial future. No need to ever worry about conflicts of interests or sales pressure to buy a product because that’s not how we build a trusted advisor relationship. At Stewardly Financial Advisors, we work with clients from a fee based approach.  Please contact us to learn more.

Tactical Advice

(Implementation Options)

Our firm has a network of providers that help us assist you in selecting appropriate solutions for your plan. Whether you choose to use our providers or select another of your own choosing, you are never on your own. Our Advisor On-Call component of every financial planning engagement means you always have an expert on hand to run your questions by for assistance.  If you do choose to work with our network of providers which includes, insurance, investments and legal professionals, we never charge additional fees to our planning clients, and your product selection is objective and unique all the way through. Third parties providing additional services may have their own fees to consider.

STEWARDLY FINANCIAL ADVISORS WEBSITE “LEGAL DISCLOSURE”

Stewardly Financial Advisors d/b/a Camelot Advisors LLC (“Stewardly”) is located in Alabama. Stewardly and its representatives are in compliance with the current registration requirements of the United States Securities and Exchange Commission and those states in which Stewardly maintains clients. Registration as an investment adviser is not indicative of any level of skill or training. Stewardly’s website is limited to the dissemination of general information pertaining to its investment advisory services. Accordingly, the publication of the Stewardly website on the internet should not be construed by any consumer and/or prospective client as Stewardly’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the internet. Any subsequent, direct communication by Stewardly with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. A copy of Stewardly’s current written disclosure statements discussing Stewardly’s business operations, services, and fees is available from Stewardly upon request. Stewardly does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Stewardly’s website or incorporated herein, and takes no responsibility thereof. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

Past performance may not be indicative of future results. Therefore, no current or prospective client should assume that future performance of any specific investment, investment strategy (including the investments and/or investment strategies recommended by Stewardly) or product made reference to directly or indirectly by Stewardly in its website, or indirectly via a link to an unaffiliated third party website, will be profitable or equal the corresponding indicated performance level(s). Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client or prospective client’s investment portfolio. Historical performance results for investment indices and/or custodial charges, the deduction of an investment management fee, nor the impact of taxes, the incurrence of which would have the effect of decreasing historical performance results.

Certain portions of Stewardly’s website (i.e., newsletters, articles, commentaries, etc.) may contain a discussion of, and/or provide access to, Stewardly’s (and those of other investment and non-investment professionals) positions and/or recommendations as of a specific prior date. Due to various factors, including changing market conditions, such discussion may no longer be reflective of current position(s) and/or recommendations(s). Moreover, no client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from Stewardly, or from any other investment professional. Stewardly is neither an attorney nor accountant, and no portion of the website content should be interpreted as legal, accounting or tax advice. Correspondingly, each client and prospective client agrees, as a condition precedent to his/her/its access to Stewardly’s website, to release and hold harmless Stewardly, its officers, directors, employees and agents from any and all adverse consequences resulting from any of his/her/its actions and/or omissions which are independent of his/her/its receipt of personalized individual advice from Stewardly.

To the extent that any client or prospective client utilizes any economic calculator or similar device contained within or linked to Stewardly’s website, the client and/or prospective client is advised that the information resulting from the use of any such calculator/device, is not, and should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from Stewardly, or from any other investment professional.

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