• Are You Financially Independent?
    Request a no-obligation meeting today to discuss your financial future and the possible role of insurance in your financial strategy!
    Contact Us: 386.673.6697 / stewartplanninggroup@gmail.com
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    Download our
    Retirement Kit

    Enter your information to request this kit including three separate guides that address several retirement topics.

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

    Stewart Planning Group is an insurance agency 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 insurance agency 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
    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
    Let’s Meet
    » 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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    *Guarantees provided by insurance products are backed by the claims-paying ability of the issuing carrier.

    The retirement kit is provided for informational purposes only. It is not intended to provide investment tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance products in the future.