Control Your Capital.Build Your Legacy.
Make sure your money outlives you—with purpose.
Why Stewardship?
Most advisors "manage" money for a fee. We show families how to steward their own capital—with clarity, control, and purpose.
Stewardship = ownership, liquidity, and a generational mindset.
The 1322 Stewardship Process
Legacy by Design, Not by Default
Our Mission: Legacy by Design
To empower families to control their capital, steward their wealth faithfully, and build legacies that bless generations.
Rooted in Proverbs 13:22, we believe wealth is not simply something to accumulate—it is something to steward.
We don't believe in mass-market financial plans. We craft dynamic, relational strategies that honor your story, your calling, and your vision for the generations to come.
HOW IT WORKS
Discovery Call (30 min)
Share your goals; we listen.
Legacy Blueprint
See exactly how your dollars can fund life now and bless heirs later.
Stewardship Implementation
Tools like the "Infinite Banking Concept" (properly structured whole-life insurance), coordinated trusts, and tax-smart income streams.
Legacy Handoff
Coaching heirs so they inherit wisdom with the wealth.
Plain-English promise: You'll understand every step well enough to explain it at the dinner table.
What to Expect: Your Journey of Stewardship
Faithful stewardship is not an event. It is a lifelong calling.
Discovery
We listen deeply to your story, your values, your vision.
You are seen. You are heard.
Strategy Design
Together, we craft a stewardship strategy designed to serve your family for generations.
You are the steward. We are your guide.
Stewardship Walk
Through relational, annual touchpoints, we refine your strategy, nurture your capital, and celebrate milestones.
Stewardship is a living, breathing journey.
Legacy Handoff
When the time comes, we help ensure your blessings are passed intentionally — with wisdom, clarity, and love.
Your legacy, faithfully prepared.
Client Stories
Real families, real solutions, real impact.
Bryan & Carol: Downsizing without Downsides
Ages: 63
Bryan and Carol, both 63, wanted to move closer to the grandkids. They dreamed of golfing mornings and grandkid sleepovers without a bank's permission. In our discovery call they voiced two fears: taking on a new mortgage in retirement and shrinking their kids' inheritance.
Legacy Blueprint
We showed them how to channel the $927,000 net proceeds from the sale into a properly structured whole-life policy—their personal "Family Bank."
Stewardship in Action
Instead of paying cash for the new lake-home or borrowing from a traditional lender, Bryan and Carol "borrowed" from their policy. Each "mortgage" payment they now make goes back into their own system, repaying the loan and earning dividends.
Impact
They enjoy a paid-off home by age 78, a projected six-figure tax-free dividend stream for travel, and a $6.6 million death benefit slated for their children and grandchildren—all without touching Wall Street or bankers.
*Hypothetical for illustration; dividends, loan rates, and tax law may change.
TOOLS & SERVICES
Each tool ties back to the four-step strategy—nothing "extra," everything coordinated.
| Your Concern | 1322 Tool |
|---|---|
| Quick clarity on where you stand | Legacy Insight™ Report |
| Liquidity without the bank | Infinite Banking Concept™ |
| Protect & pass assets | Trust & Estate Design |
| Keep more, give less to IRS | Tax Coordination with our Tax Strategists |
| Teach the next generation | Annual Legacy Review |
WHY FAMILIES CHOOSE 1322
Everything under one roof—legal, tax, insurance, income. No finger-pointing between advisors.
Boutique attention—fewer clients, deeper relationships.
Faith-anchored wisdom without the preachiness.
Over 70% of new families come from referrals.
Supported by a team of CERTIFIED FINANCIAL PLANNERS and Chartered Life Underwriters.
Ready for a conversation that puts you back in the driver's seat?
Schedule Your Discovery Call and start controlling your capital.
Control your capital. Build your legacy.