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

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.

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

You Would Rather Be...

You Would Rather Be...

Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.

Jane Bond: Scaling the Ladder

Jane Bond: Scaling the Ladder

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

Safeguard Your Digital Estate

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

 

Four Steps to Valuing an Estate

Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.

Social Security: The $64,000 Question

One of the most common questions people ask about Social Security is when they should start taking benefits.

Fixed or Variable Mortgage, Which Should You Pick?

When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.

Required Reading: The Economic Report of the President

The Economic Report of the President can help identify the forces driving — or dragging — the economy.

Disability and Your Finances

In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.

Insurance Needs Assessment: For Empty Nesters and Retirees

Do your insurance needs stay the same when the nest empties?

View all articles arrow

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

Lifetime of Earnings

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

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

View all calculators arrow

Principles of Preserving Wealth

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

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.

5 Smart Investing Principles

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

Long-Term-Care Protection Strategies

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

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

View all presentations arrow

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.

Bridging the Confidence Gap

In the world of finance, the effects of the "confidence gap" can be especially apparent.

Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”

The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

View all videos arrow