Stewardship Financial Group was founded in 2020 by Young Tran and Gabe Kennedy after years of serving families and business owners under another carrier in the life insurance and retirement planning industry.

Through that experience, Young and Gabe developed deep expertise in life insurance design, retirement income strategies, annuities, and estate planning concepts. But they also recognized something important: many families wanted more than financial products; they wanted guidance that aligned with their faith, values, and long-term legacy.

Stewardship Financial Group was founded to serve people first. Our licensed professionals across the United States are united by a shared committment to walk alongside families, helping them make wise, values-driven financial decisions that protect what matters most.

We believe financial planning is not simply about accumulation. It is about protection, purpose, and responsible management of the resources entrusted to you.

We specialize in:

* Life Insurance Planning (Term, Permanent, Living Benefits, Executive Bonus Strategies)

* Retirement Income Planning

* Guaranteed Income Strategies & Annuities

* Long-Term Care & Disability Planning

* Faith-Aligned Estate and Legacy Planning Strategies

Life insurance is foundational to our planning philosophy. Properly structured coverage protects families, preserves dignity, creates tax-efficient legacy opportunities, and can even serve as a supplemental retirement tool when designed correctly.

We do not believe in one-size-fits-all solutions. Every recommendation is built around risk tolerance, income needs, long-term goals, and, when desired, faith-based considerations.

We prioritize protection, guarantees where appropriate, and disciplined risk management over unnecessary volatility.

Our recommendations are grounded in suitability, transparency, and long-term planning — not short-term transactions.