Are you interested in a Tax-Free Retirement?

Contact us today to help you get the tools you will need.

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Welcome to Stewart Insurance and Financial Services Agency

As your independent advisor, The Stewart Agency works to make insurance and financial services clear and straightforward, so you can feel more confident in your decisions. We then take on the work for you to evaluate opportunities, make need-specific recommendations and provide a vision for the most valuable solutions to best accomplish your goals.

Get Your Personalized, Confidential, no Obligation, Strategic Financial Plan Now!

If you are interested in obtaining your personalized, confidential, no-obligation, strategic financial plan please contact me for a 15-minute consultation. Our goal is to take you from point A to point B no matter where you are at now. Take a look at a two-sample plan for reference.

Click Here for Sample Plan 1

Click Here for Sample Plan 2

“If you fail to plan you plan to fail.”

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Future Clients Click Here

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

Financial Wellness- How Do You score?

If you do a Google search for financial wellness, you will find ...

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Smart Tax Planning for 2021 & Beyond: What You Need to Know.

The IRS released its breakdown of marginal tax rates for 2021 ...

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2021 Financial Goal Setting Tips

There is no better time for financial goal setting than at the ...

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Charitable Giving Deductions in 2020

Before 2020 comes to an end, you may want to consider ...

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