Resources - Stewardship Advisory Group

Resourcescasper2024-09-17T15:26:33+00:00

You deserve to make wise financial choices when it matters most.

Explore these resources to help you answer some of the most important questions you’ll face.

Am I Wisely Managing My Wealth?

Are My Finances Truly Aligned With My Faith?

Will My Family Be Ready For The Responsibility of Wealth?

_{Third party publications are provided as a courtesy for educational purposes only.

The information in these guides has not been reviewed by United Planners and United Planners makes no representation as to their accuracy or adequacy.}

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

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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.

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

[email protected]

Form CRS

Part 2A ADV