Income Strategies, Tax Planning, Money Management and More…

At The Stewart Insurance & Financial Services Agency We Have You Covered

Welcome to Stewart Insurance and Financial Services Agency

Charlie Stewart Financial Advisor

Charlie has been a Financial advisor and insurance specialist for over 20 years. His experience includes opportunities with Fortune 500 companies such as Morgan Stanley and Fifth Third Bank. ​

​Charlie’s experience is supplemented with a Master of Business Administration (MBA) with a Finance concentration from the DeVry University Keller Graduate School of Management as well as a Bachelor of Economics from Northern Illinois University.​

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Our Services

Income Strategies

Learn about income strategies for guaranteed lifetime income that can help you maintain your lifestyle now and in retirement.

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Tax Planning

Understanding how tax strategies are used to manage your tax bill should be a major part of any reliable financial approach.

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Money Management

One of the keys to a reliable financial strategy is spending less than you take in, and then finding a way to put your excess to work.

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Recent News

Travel Plans Cancelled? Buy Local and Travel Local.

COVID-19 has changed the way that Americans shop and travel, ...

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Inflation and Taxes Risk: Protecting Your Financial Future

As areas of the U.S. start to lift COVID-19 restrictions, ...

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Sequence of Returns Risk: Impacting Your Retirement Portfolio

The sequence of returns impacts investors when they are either ...

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How to Have Safety Inside Your Portfolio

In today’s volatile market environment, investors seeking ...

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