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Chay Stewart
Hello, I'm Chay Stewart, President of Stewart Planning Group, Inc.
Chay Stewart and Katie Stewart have been working exclusively with retired or soon-to-be retired Americans for over 13 years. Chay and Katie pride themselves on delivering solutions to critical issues facing seniors in an honest and easy to understand manner. Chay and Katie are both graduates of the University of Florida where they specialized in finance and health care. They are both members of the National Ethics Association and Stewart Planning Group has an A+ rating with the Better Business Bureau. Chay and Katie's clients are individuals or couples who may want to position their assets so that catastrophic losses don't occur due to declining health or the death of a spouse. Working further with widows and widowers after the loss of the love of their life has been a particularly rewarding endeavor for Chay and Katie. This is a time when confusion and grief can cause poor choices. While Stewart Planning Group has many clients of high net worth, Chay and Katie also enjoy working with people of more modest means. Retirement can be joyous years, but they can be fraught with difficulties. Declining health, emergencies, and losing a spouse, can be financially discouraging. Helping clients prepare for the uncertainties of life, through personal relationships is Chay & Katie's profession. They take it very seriously and pride themselves on providing their clients with personal service and peace of mind in retirement.
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