All financial planners at Stewart & Associates hold CFP certification, which means they have met the rigorous education, examination, experience, and ethics requirements established by the CFP Board. CFP professionals must also complete 30 hours of continuing education every two years to maintain their certification.
Stewart & Associates is compensated solely and directly by the client, and we do not receive any payments that are contingent upon the purchase or sale of a financial product. We do not receive commissions, rebates, awards, finder's fees, bonuses, or any other form of compensation resulting from a client's implementation of recommendations made by the firm.
Stewart & Associates is compensated solely and directly by the client, and we do not receive any payments that are contingent upon the purchase or sale of a financial product. We do not receive commissions, rebates, awards, finder's fees, bonuses, or any other form of compensation resulting from a client's implementation of recommendations made by the firm.
Services
This service examines all of the major elements of your financial life and gives specific advice about the individual pieces, while keeping the big picture in mind. The financial planning areas typically covered are Cash Flow, Balance Sheet, Insurance, Retirement, Investments, Taxes, Estate Planning, and College Savings.
Anyone who has a financial or investment question, or who wishes to prudently plan for his or her financial future, stands to benefit from our services. Furthermore, persons who desire an integrated, personal, and more sophisticated level of financial planning services may find our program appealing.
You should feel free to contact us whenever unexpected financial planning situations impact your life. We're able to respond to most client calls and emails the same day they are received. We meet with our investment advisory clients at least quarterly. Over the course of a year, these clients receive an average of seven hours of face-to-face meeting time.
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