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  • Shively Strategic Financial Services   

    As a veteran owned independent firm, Shively Strategic Financial Services provides unbiased, faith-based financial stewardship. Backed by the support of Stewardship Financial Group. 

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Our Strategic Partners

Our Network of Excellence   

We collaborate with premiere fraternal and commercial institutions to ensure your legacy is protected

Faith Based Carriers

We partner with leading fraternal benefit societies to offer financial solutions that align with your faith and values. Providing more than just a policy- but also a community of support. 

National Independent Institutions

Our independence allows us to leverage top-tier national carriers to find the specific wealth and protection products that fit your unique mission, not a corporate quota.

General Agency Support

Backed by a premiere General Business Agency, we have the back-office strength and specialized expertise to handle complex stewardship needs for families and small businesses. 


Tactical Financial Coaching

Through our partnership with the Ramsey-trained coaches at Debt Slayers of St. George, we provide a tactical 'Battle Plan' to help you eliminate debt and master the habits of stewardship. While we protect your wealth, they help you clear the path to build it.