Donald Purcell, Cpa, Pfs, Cka Email & Phone Number

As a Stewardship Coach, I'm committed to helping people be good stewards over money and possessions. One definition of steward is a person whose job it is to manage the property of another person. I approach providing financial advice from the perspective of all that we've been given, our time, heart, and talent, is our treasure and belongs to someone else. We are charged with the responsibility of managing it to the best of our ability. This means avoiding schemes, scams, and pitfalls as well as being prepared to capitalize on opportunities as they arise.I feel I glorify God by serving people through intelligent and objective financial advice based on the truth and wisdom of the Word. There are 2350 verses in the Bible about money and possessions where great wisdom can be found; "As the rich rule over the poor, so is the borrower a slave to the lender."(Prov. 22:7)Our counsel focuses on those important topics, as well as-Fee-based Financial Planning-Retirement Planning-Fee-based Investment Management-Asset Allocation-Risk Management - to help protect you and your loved ones from unknowable events such as:--A premature death, disability, and/or long term healthcare costs-Estate Planning (including Zero Estate and IRD Tax Planning)-Asset Protection (from Creditors & Predators) and-Strategic and Tactical Tax Planning (The latter two are uncommon in the marketplace and can save clients a significant amount of money in Taxes)Focused on-Stock Option Tax Planning (ISO/NSO)-Deferred Compensation Plans-Business Buy-Sell AgreementsDon Purcell is an Investment Advisor Representative offering Financial Planning and Investment Advisory services through Stewardship Advisory Group, LLC; an SEC Registered Investment Advisor. Securities are offered through United Planners Financial Services, a Limited Partnership, Member FINRA, SIPC. Stewardship Advisory Group, LLC and Stewardship Legacy Coaching, LLC are not affiliated with United Planners Financial Services.

Listed skills include Estate Planning, Finance, Tax, Employee Benefits, and 7 others.

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  Drake University

  Accounting