I have worked in the financial services industry since 2013. In that time, focusing on the needs and goals of my clients has been of the utmost importance. I hold the CERTIFIED FINANCIAL PLANNER™ certification*, and exhibit this designation by providing my clients with the highest level of care. With a financial background and a business built on integrity, my clients are able to have confidence in their financial future and feel in control of their retirement savings strategies, living in retirement and legacy goals. Additionally, I hold the Chartered Life Underwriter® designation, which gives the holder the skills to advise clients on all matters of life insurance. As well as the CFP® and the CLU® certifications, I also hold the Chartered Financial Consultant® designation. The ChFC® gives practitioners the knowledge to provide advanced tax, estate, retirement and special circumstance strategies for clients such as widowers, divorcees and blended families.
Growing up in Kosciusko County has given me a deep desire to want to guide and help our citizens to achieve their financial dreams. I provide guidance for individual investors, families and business owners to help them with investment decisions, tax-conscious strategies, education savings, emergency funding, preparing for retirement, living in retirement, estate considerations and business retirement plans.
Through our established process, we will find out what's important to you and then create a unique, tailored strategy for you. Through a lifelong partnership, we will monitor your progress to help ensure that you stay on track to achieve your financial goals for you and your family.
Call me today to help put clarity to your financial future.
*The Certified Financial Planner Board of Standards Inc. awards CFP® certification to individuals who meet the board’s requirements for professionalism in financial services. To gain certification, a financial advisor must pass the CFP® Certification Examination and the CFP Board’s Fitness Standards for Candidates and Registrants, agree to abide by the CFP Board’s Code of Ethics and Professional Responsibility and comply with the Financial Planning Practice Standards.
- Retirement Savings Strategies
- Wealth Strategies
- Insurance & Annuities
- Business Retirement Plans
- Retirement Income Strategies
- Entrepreneurs & Business Owners
My Personal Interests
- Coaching Sports
- Landscape Design
- Spending Time with Family
Office Address111 South High Street
Warsaw, IN 46580 opens in a new window
Phone NumberBrandon S Stewart at (574) 267-2914
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