Jeff Rogers - Stewardship Advisory Group

Jeff Rogerscasper2024-10-09T12:55:50+00:00

Stewardship – Bio Pics-01

Jeff Rogers, CEP®, CKA®

Founder and Chairman

(407) 470-1405
(407) 470-1411
[email protected]

Jeff is the Founder and Chairman of Stewardship Advisory Group, LLC, and a New Hampshire native who has lived in the Orlando area for over 35 years. The recipient of the Larry Burkett Award in 2013, Jeff has an extensive background in Comprehensive Financial Planning, Wealth Management, Investments, and Retirement Planning and a heartfelt focus on the specialized areas of Advanced Estate Planning, Proactive Tax Planning, and Charitable Giving. One of Jeff’s greatest joys is coaching individuals and families in the crafting of their Stewardship Legacy and helping them to invest their time, talents, and treasures in the Kingdom through the ministries nearest and dearest to their hearts. Jeff loves being out in creation, boating on the lakes of Clermont and spending time in the woods hunting. Providing leadership in a number of ministries provides him with a deep sense of fulfillment. Jeff and his wife Cathy also enjoy traveling.

Schedule an Appointment

*Legacy Coaching services are offered through Stewardship Legacy Coaching, LLC. The Larry Burkett Award is not indicative of any client experience or performance of the advisor.

Stewardship – Bio Pics-01

Jeff Rogers, CEP®, CKA®

Founder and Chairman

(407) 470-1405
(407) 470-1411
[email protected]

Jeff is the Founder and Chairman of Stewardship Advisory Group, LLC, and a New Hampshire native who has lived in the Orlando area for over 35 years. The recipient of the Larry Burkett Award in 2013, Jeff has an extensive background in Comprehensive Financial Planning, Wealth Management, Investments, and Retirement Planning and a heartfelt focus on the specialized areas of Advanced Estate Planning, Proactive Tax Planning, and Charitable Giving. One of Jeff’s greatest joys is coaching individuals and families in the crafting of their Stewardship Legacy and helping them to invest their time, talents, and treasures in the Kingdom through the ministries nearest and dearest to their hearts. Jeff loves being out in creation, boating on the lakes of Clermont and spending time in the woods hunting. Providing leadership in a number of ministries provides him with a deep sense of fulfillment. Jeff and his wife Cathy also enjoy traveling.

Schedule an Appointment

*Legacy Coaching services are offered through Stewardship Legacy Coaching, LLC. The Larry Burkett Award is not indicative of any client experience or performance of the advisor.

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*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.

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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

[email protected]