Chay Stewart has been serving the needs of seniors for over 10 years. Throughout this time he has provided valuable service to numerous retired people, as well as those about to retire. Chay is a Certified Senior Advisor. His primary goal is to improve his clients' financial position while protecting and shielding their assets. He accomplishes this through a blend of financial strategies tailored for the individual needs of the client.
Chay is extremely knowledgeable and passionate about his work. His clients find him to be personable, easy to understand, and dedicate to their needs. Through his planning strategies, his clients realize reduced exposure to stock volatility, income tax savings, protection of assets to nursing home and Medicaid seizure, and reduction in the expense created by probate. He is the ideal planner for people seeking to work with someone who can provide total financial and estate planning. Chay says it best, "You've crossed so many bridges to get to this point in your life. Now is the time to discover the most important bridge of all - the bridge to your financial future!"
Chay is in high demand as an advisor because of his honesty, integrity, and commitment to his clients' complete satisfaction. Chay and his wife, Katie, are proud parents of two children, Kyle and Beau, and are both graduates of the University of Florida. They enjoy spending their time supporting the Florida Gators, participating in various charities, and enjoying the great outdoors. It is Chay's privilege and pleasure to work with retirees and assist them with their future personal and financial planning.
Are you aware of hidden risks your current investment may have?
Do you know how to legally avoid the Social Security Tax?
Have you been told about time-tested ways to avoid probate?
Are there high yield tax deferred investments with no principal risk?
Are you concerned with the unreasonable cost and risk of nursing home confinement?
If these questions and more are on your mind, you should be consulting with Chay Stewart, CSA
Please call 386-673-6697 to arrange a convenient, no-fee discussion of your estate planning objectives.