Stewart Planning Group
We have been working exclusively with retired or soon to be retired Americans for over 12 years. We pride ourselves on delivering solutions to critical issues facing seniors in an honest and easy to understand manner. Our primary goal is to improve our clients’ financial position while providing peace of mind and personal service to our life long clients.
We pride ourselves on being extremely knowledgeable and passionate about our work. Our business approach is to be personable, easy to understand, and completely dedicated to our clients' needs both now and in the future. Through our planning strategies, Stewart Planning Group clients realize reduced exposure to stock volatility, future income planning, income tax savings, protection of assets to nursing home and Medicaid seizure, and reduction in the expense created by probate. If you are seeking to work with professionals who can provide total financial and estate planning along with a personal relationship, we are a great fit. Katie says it best, “You’ve crossed so many bridges to get to this point in your life. Now is the time to discover the most important bridge of all-the bridge to your financial future!”
Chay and Katie are in high demand as advisors because of their honesty, integrity, and commitment to their clients’ complete satisfaction. They are the proud parents of two children, Kyle and Beau, and are both graduates of the University of Florida. They enjoy spending their time supporting the Florida Gators, participating in various charities, and enjoying the great outdoors.
National Ethics Bureau
Better Business Bureau
Society of Certified Senior Advisors