May is a month of remembrance and planning for the future—perfect for celebrating wisdom, stewardship, and milestones.May is a month of remembrance and planning for the future—perfect for celebrating wisdom, stewardship, and milestones.
May is a month of remembrance and planning for the future—perfect for celebrating wisdom, stewardship, and milestones. As we journey through May, we’re reminded of the importance of preparing for the future—not only financially but also relationally and spiritually. This month, we have a special opportunity to do both: recognize the value of wise financial planning for the next generation and honor the steadfast leadership that has helped shape our firm over the years.

🎓 Happy 529 Day – Investing in the Future

Celebrating Stewardship

May 29th is 529 Day, and it’s the perfect time to talk about 529 College Savings Plans—a powerful tool for families seeking to steward their resources well while investing in the next generation. These tax-advantaged savings plans are designed to help cover future education expenses, whether it’s college, trade school, or even K-12 tuition.

Celebrating Wisdom

As believers called to be faithful stewards of all God has given us, a 529 plan allows you to plan ahead with wisdom and generosity. Whether for your children, grandchildren, or other loved ones, contributing to their educational future can be one of the most meaningful legacies you leave.

If you have questions or would like to explore how a 529 plan fits into your broader financial strategy, our team is here to walk with you every step of the way.

Anniversary

🎉 Celebrating 20 Years of Faithful Leadership – Scott Pletcher

Celebrating Milestones

We are thrilled to celebrate a truly remarkable milestone this month—Scott Pletcher’s 20th anniversary with Stewardship Advisory Group!

Scott has been my “right-hand man”—or as I like to say, my Prime Minister—faithfully leading and managing the day-to-day operations here at Stewardship Advisory Group. Over the past two decades, Scott’s impact has been immeasurable.

Whether overseeing our move to our new building, strategizing (and surviving!) a snake removal with Cathy, or offering deep friendship during our unforgettable travels to Australia and New Zealand in 2016, Scott has been a cornerstone of our mission, our operations, and our culture.

We are grateful for his dedication, wisdom, humor, and heart for the Lord. Scott, thank you for the many ways you have served, led, and represented Stewardship Advisory Group. We praise God for you and look forward to many more years of partnering in kingdom work together.

As always, we are honored to walk alongside you as you seek to steward your resources with excellence and purpose. May this season be one of gratitude, vision, and trust in the God who provides all we need.

Yours for Faithful Stewardship,

Jeff Rogers, CEP®, CKA®

Founder & Chairman