Broker Check

DISCOVER TRUE FINANCIAL FREEDOM

Experience clarity, confidence, and control in every choice you make.


Wealth Management • Retirement Planning • Estate Planning

SCHEDULE AN APPOINTMENT

After a lifetime of saving and investing, now you’re faced with big questions:


  • When can I retire and how long will the money last?
  • Am I wisely managing my money?
  • Will my spouse and family be prepared for the responsibility of wealth?
  • Are my finances truly aligned with my faith?

If you’re ready to enjoy clarity, confidence, and control in your complex financial life, then schedule an appointment, today!

SCHEDULE AN APPOINTMENT

Stewardship Advisory Group LLC, Financial Planning Consultants, Ocoee, FL
Client Centered

For over 35 years, we’ve helped hundreds of individuals and families discover true financial freedom, by bringing clarity, confidence, and control to every choice they make.

At Stewardship Advisory Group, we believe timeless biblical principles can guide even the most complex situations, while offering the peace and contentment you were made to enjoy.

You’ve worked hard to build your nest egg. Now is the time to steward it well.

We’re here to help.










Imagine what it will feel like to live well today,
and tomorrow.

Enjoy true financial freedom that lasts!

RETIRE WITH
CONFIDENCE

Our team of financial advisors will help you create and follow a clear plan you can trust.

FOCUS ON WHAT
MATTERS MOST

Our unique approach will help you plan well and live well. You’ll experience the freedom to live your priorities, abundantly!

LIVE YOUR ONE
BEST FINANCIAL LIFE

Discover the joy and contentment that comes from aligning your financial life with timeless biblical wisdom.

SCHEDULE AN APPOINTMENT

When approaching retirement, creating your estate plan, or investing your hard earned money, Stewardship Advisory Group brings clarity to your financial world so you can feel confident about each and every decision.

(Read More)
We meet people every day who are facing some of the most important questions of their financial lives. After a lifetime of saving and investing, the weight of making major decisions with “big money” is on their shoulders, and they want to do it right.

Sadly, many find themselves stuck, asking questions like:
  • When can I retire and how long will my money last?
  • Am I managing my money, wisely?
  • Will my family be ready for the responsibility of wealth?
  • Are my finances truly aligned with my faith?

For over 35 years, we’ve helped hundreds of individuals and families discover true freedom, by bringing clarity, confidence, and control to every financial decision they make. At Stewardship Advisory Group, we believe timeless biblical principles can guide even the most complex situations, while offering the peace and contentment you were made to enjoy.

When you have clarity in your financial world, you’ll be free to:
  • Live your life’s priorities
  • Finish strong
  • Retire with confidence

You’ve worked hard to build your nest egg. Now is the time to steward it well.

Schedule your complimentary appointment today, so you have the guidance you need when the decisions matter most.

Read Less



SCHEDULE AN APPOINTMENT

Helping you achieve financial freedom, in three simple steps:





1

1




Schedule an
Appointment

In this complimentary meeting, we’ll explore your questions, priorities, and values while helping you gain a better understanding of our unique approach to comprehensive wealth management.





2

2






Design Your Plan

With your priorities in mind, we’ll help you build a clear and effective plan that aligns all aspects of your complex life. Finally, a comprehensive plan that makes sense!




3

3







Experience Clarity,
Confidence, and Control

Step by step, we’ll guide you through the many decisions you’ll make in your lifetime, helping you enjoy true financial freedom along the way.


SCHEDULE AN APPOINTMENT

You’ve worked hard to build your nest egg.

Now is the time to steward it well.

Our expert team of financial guides will help you design a custom plan to help you achieve clarity, confidence and control in all areas of your financial life.

Schedule your complimentary appointment today, so you can have the guidance you need when the decisions matter most.

SCHEDULE AN APPOINTMENT

Stewardship Advisory Group, LLC

Office: 407-470-1405
Fax: 407-470-1411

885 Sedalia Street
Suite 102
Ocoee, FL 34761

Info@StewardshipAdvisory.com

*Legacy Coaching services are offered through Stewardship Legacy Coaching, LLC.

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

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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 United Planners Financial Services are not affiliated companies. Read part 2A of ADV form. Form CRS.

This page contains links to 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 Financial Services Disclaimer
Due to various state regulations and registration requirements concerning the dissemination of information regarding investment products and services, we are currently required to limit access of the following pages to individuals residing in states where we are currently registered. Investments products and services available only to residents of AZ, CA, FL, HI, MA, MO, NY, OK, OR, TX, VA, WA, WI & WY.A broker/dealer, investment advisor, BD agent or IA rep may only transact business in a particular state after licensure or satisfying qualifications requirements of that state, or only if they are excluded or exempted from the states broker/dealer, investment adviser, or BD agent or IA rep requirements, as the case may be; and follow-up, individualized responses to consumers in a particular state by broker/dealer, investment adviser, BD agent or IA rep that involve either the effecting or attempting to effect transactions in securities or the rendering of personalized investment advice for compensation, as the case may be, shall not be made without first complying with the states broker/dealer, investment adviser, BD agent or IA rep requirements, or pursuant to an applicable state exemption or exclusion.Advisory Services & Securities offered through investment advisor representatives of United Planners’ Financial Services of AmericaMemberFINRA/SIPC.
x

Helpful Content

Global vs. International: What’s The Difference?

Global vs. International: What’s The Difference?

International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.

Jane Bond: Scaling the Ladder

Jane Bond: Scaling the Ladder

Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

The Facts About Income Tax

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

 

The Business Cycle

Understanding the economy's cycles can help put current business conditions in better perspective.

Critical Estate Documents

Sound estate management includes creating financial and healthcare documents. Here's an inside look.

How Does Your Credit Score Compare?

Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.

Spotting Credit Trouble

The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.

What Is an Annuity?

Annuities are versatile tools that can help you save for retirement and generate income in retirement.

Estate Management Checklist

Is your estate in order? This short quiz may help you assess your overall strategy.

View all articles arrow

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

View all calculators arrow

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

View all presentations arrow

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

View all videos arrow