Request a no-obligation meeting today to discuss your financial future and the possible role of insurance in your financial strategy! By submitting your personal information, you consent to be contacted by a financial professional regarding your financial strategy for retirement.
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.
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
» 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.
» 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.