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    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.


    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.

    Our firm is well known in the Volusia/Flagler County area of Florida for our attention to detail and personalized service. Conveniently located in Ormond Beach, we work almost exclusively with retirees and pre-retirees. Our firm specializes in 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 Chay has passed his Series 65 securities exam. Through the years they have coached thousands of people on strategies designed to help protect and preserve their assets, increase their retirement income and reduce their taxes. 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. 

    Our Focus
    » Retirement Income Strategies
    » Wealth Accumulation
    » Annuities
    » Life Insurance
    » Asset Protection Strategies
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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. 1267348 - 6/22