About Stewart Planning Group

Here at Stewart Planning Group, our main focus are the needs of our clients. We pour every ounce of effort we have into developing, implementing and monitoring retirement income strategies that will help our clients meet their financial and lifestyle goals. The team at Stewart Planning Group is here to help ensure you receive all the assistance you need, not only in developing your retirement income strategy, but in maintaining it throughout your retirement.

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.

Our focus is on helping clients work toward their retirement dreams through a well-thought-out strategy for retirement income. We pour every ounce of effort we have into developing, implementing and monitoring financial strategies that will help our clients meet their financial and lifestyle goals.

Conveniently located in Ormond Beach, we work almost exclusively with retirees and pre-retirees. Our firm focuses on customizing asset management strategies to help retirees navigate a complicated and ever-changing financial landscape.

Chay and Katie both hold insurance licenses in Florida, and with passing his series 65, Chay has the ability to act as an investment adviser representative and is able to offer services alloted to IARs. Through the years they have coached many people on strategies designed to help protect and preserve their assets, increase their retirement income and introducing tax reduction strategies. Chay earned a Bachelor of Science degree in finance while Katie, focusing on health care industry costs, earned a Bachelor of Science degree in nursing, both from the University of Florida. Stewart Planning Group also is a member of the Better Business Bureau, proudly offering the following services: retirement income strategies, annuities, life insurance, asset protection strategies, tax efficient strategies and long-term-care insurance.

In their free time, Chay and Katie enjoy boating, supporting the Florida Gators and volunteering.

To schedule a time to discuss your financial future and the possible role of insurance in your financial strategy, contact us at addresses-chay@stewartplanninggroup.com or katie@stewartplanninggroup.com or call us at 386.673.6697 today!

We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. 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.

All investments are subject to risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Any references to guarantees, protection, or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company.