Blog Archives - Page 10 of 30 - Stewardship Advisory Group

Holiday Greeting – A Celebration of Irish Culture on St. Patrick’s Day
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Holiday Greeting – A Celebration of Irish Culture on St. Patrick’s Day

Blog

Holiday Greeting – A Celebration of Irish Culture on St. Patrick’s Day

St. Patrick’s Day is a day of unity. In [...]

By Jeff Rogers, CEP®, CKA®|2025-08-14T15:58:13+00:00March 12, 2020|Blog|Comments Off

The Coronavirus Correction
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The Coronavirus Correction

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The Coronavirus Correction

In late February, concern that efforts to contain Coronavirus [...]

By Jeff Rogers, CEP®, CKA®|2025-08-14T16:02:06+00:00March 6, 2020|Blog|Comments Off

LifeStyle Newsletter – Coronavirus 101: The Basics
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LifeStyle Newsletter – Coronavirus 101: The Basics

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LifeStyle Newsletter – Coronavirus 101: The Basics

The coronavirus, which is now officially called Coronavirus Disease [...]

By Jeff Rogers, CEP®, CKA®|2025-08-14T16:07:07+00:00March 4, 2020|Blog|Comments Off

Our Identity is Not Our Job
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Our Identity is Not Our Job

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Our Identity is Not Our Job

Transitioning from a Work Identity to a Retirement Identity [...]

By Jeff Rogers, CEP®, CKA®|2025-08-14T16:11:13+00:00March 1, 2020|Blog|Comments Off

The SECURE Act Changed Retirement, Estate, and College Plans

There was a little something for everyone in the [...]

By Jeff Rogers, CEP®, CKA®|2025-08-14T16:16:42+00:00February 27, 2020|Blog|Comments Off

Can you Retire Well?
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Can you Retire Well?

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Can you Retire Well?

In a recent article I read, the thought was [...]

By Jeff Rogers, CEP®, CKA®|2025-08-28T12:59:46+00:00February 25, 2020|Blog|Comments Off

Holiday Greeting – The Changing Soundtrack of Valentine’s Day
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Holiday Greeting – The Changing Soundtrack of Valentine’s Day

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Holiday Greeting – The Changing Soundtrack of Valentine’s Day

Valentine’s Day and love songs go hand-in-hand. If you’re [...]

By Jeff Rogers, CEP®, CKA®|2025-08-14T16:22:43+00:00February 12, 2020|Blog|Comments Off

The Making of a Legacy
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The Making of a Legacy

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The Making of a Legacy

Using a Legacy Letter to Preserve Your Life's Lessons [...]

By Jeff Rogers, CEP®, CKA®|2025-08-14T16:27:46+00:00February 1, 2020|Blog|Comments Off

Where is Your Best Place to Retire?

The best place to retire in the United States [...]

By Jeff Rogers, CEP®, CKA®|2025-08-14T16:31:27+00:00January 30, 2020|Blog|Comments Off

To Resolve or Not?
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To Resolve or Not?

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To Resolve or Not?

It's mid-January and perhaps by now resolutions formed with [...]

By Jeff Rogers, CEP®, CKA®|2025-08-14T16:35:56+00:00January 17, 2020|Blog|Comments Off

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Check the background of your financial professional on FINRA’s BrokerCheck.

Copyright 2024-2026 | Sharp Digital Marketing LLC.
*Legacy Coaching services are offered through Stewardship Legacy Coaching, LLC.

Jeff Rogers is an Investment Advisory Representative offering Financial Planning, Investment Advisory, and Insurance Services through Stewardship Advisory Group, LLC; an SEC Registered Investment Advisor. Securities offered through UNITED PLANNERS FINANCIAL SERVICES Member: FINRA, SIPC. Stewardship Advisory Group, LLC and Stewardship Legacy Coaching, LLC and United Planners Financial Services are not affiliated companies.

We are registered to conduct securities business in the states detailed here. This communication is strictly intended for individuals residing in the states listed here. No offers may be made or accepted from outside the specific states referenced.

A broker-dealer, investment advisor, BD agent, or IA representative may only transact business in a state if first registered appropriately. Follow-up or individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements.

This site contains links to other third-party company websites. By selecting a link, you will be leaving our website and launching a new browser window. These links are provided for informational purposes only and should not be viewed as an endorsement, sponsorship, solicitation or other affiliation with respect to any third parties. We are not making any recommendations or providing any advice on securities in particular or investments in general. Neither Stewardship Advisory Group nor United Planners Financial Services have reviewed the content of, and are not responsible for the information or the results of the third-party websites. Business continuity plan available here.
United Planners’ Representatives do not provide tax or legal services.

View the qualifications and business practices of Stewardship Advisory Group, LLC here. (ADV) Stewardship Advisory Group, LLC is registered with the United States Securities and Exchange Commission as a Registered Investment Adviser. View our customer or client relationship summary here. (CRS)

Contact

Office: (407) 470-1405
Fax: (407) 470-1411
17011 SR 50 Suite 203
Clermont, FL 34711

info@stewardshipadvisory.com

Check the background of your financial professional on FINRA’s BrokerCheck.

Copyright 2024-2026 | Sharp Digital Marketing LLC.
*Legacy Coaching services are offered through Stewardship Legacy Coaching, LLC.

Jeff Rogers is an Investment Advisory Representative offering Financial Planning, Investment Advisory, and Insurance Services through Stewardship Advisory Group, LLC; an SEC Registered Investment Advisor. Securities offered through UNITED PLANNERS FINANCIAL SERVICES Member: FINRA, SIPC. Stewardship Advisory Group, LLC and Stewardship Legacy Coaching, LLC and United Planners Financial Services are not affiliated companies.

We are registered to conduct securities business in the states detailed here. This communication is strictly intended for individuals residing in the states listed here. No offers may be made or accepted from outside the specific states referenced.

A broker-dealer, investment advisor, BD agent, or IA representative may only transact business in a state if first registered appropriately. Follow-up or individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements.

This site contains links to other third-party company websites. By selecting a link, you will be leaving our website and launching a new browser window. These links are provided for informational purposes only and should not be viewed as an endorsement, sponsorship, solicitation or other affiliation with respect to any third parties. We are not making any recommendations or providing any advice on securities in particular or investments in general. Neither Stewardship Advisory Group nor United Planners Financial Services have reviewed the content of, and are not responsible for the information or the results of the third-party websites. Business continuity plan available here.
United Planners’ Representatives do not provide tax or legal services.

View the qualifications and business practices of Stewardship Advisory Group, LLChere. (ADV) Stewardship Advisory Group, LLC is registered with the United States Securities and Exchange Commission as a Registered Investment Adviser. View our customer or client relationship summary here. (CRS)

Contact Us:

Office: (407) 470-1405
Fax: (407) 470-1411
17011 SR 50 Suite 203
Clermont, FL 34711

info@stewardshipadvisory.com