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  • At Stewart Planning Group, we only focus on one thing:
    The needs of our clients.


    Stewart Planning Group is an investment and insurance firm rooted in the community. We have developed our business by creating close, personal relationships with our clients. When you have financial concerns, we want to help you address them.

    Meet Chay and Katie Stewart


    Founded in 1999 by Chay and Katie Stewart, Stewart Planning Group is an investment and insurance firm rooted in the community. We have developed our business by creating close, personal relationships with our clients. When you have financial concerns, we want to help you address them.
    Learn More About Chay and Katie Stewart

    About Our Firm

    Stewart Planning Group

    Since 1999, Chay Stewart and Stewart Planning Group havebeen working with friends and neighbors throughout the Volusia and Flagler Counties to help meet their financial goals through the use of insurance products.
    Our Focus
    » Retirement Income Strategies
    » Wealth Accumulation
    » Annuities
    » Life Insurance
    » Asset Protection Strategies
    Our Services
    Upcoming Events

    » We’re committed to helping you make informed decisions about your financial future. View our calendar of upcoming events. We invite all clients, referrals and visitors to attend our events.

    Calendar of events
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    » It is important to feel you have control over your future. At Stewart Planning Group, we offer our experience and knowledge to help you design your own strategy for financial independence.
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    Privacy Policy | Terms

    Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and Stewart Planning Group are not affiliated companies.

    Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

    Any references to protection benefits, safety, security, or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

    The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. Stewart Planning Group is not affiliated with the US government or any governmental agency. 00260041