Retirement Planning
Income strategies for guaranteed lifetime income in retirement.
The Stewart Agency
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About The Stewart Agency
An independent insurance and financial services agency. The Stewart Agency serves clients in Chicago with traditional insurance products for homes, autos, and businesses, along with broader financial planning support. Its services include income strategies focused on guaranteed lifetime income, tax planning to help manage tax bills, and money management for putting excess funds to work. The agency also develops personalized, confidential, no-obligation strategic financial plans through consultations. Its stated focus includes retirement income, asset protection, and tax reduction, with recommendations tailored to individual needs rather than one approach for everyone. The agency provides sample plans and information for current and prospective clients. It has more than 20 years of experience in financial services, according to its website.
Disclosure: Profile information has been compiled from publicly available sources and has not yet been verified by the business.
Representative photos. Illustrative images for this category, not photos of The Stewart Agency and not provided by the business.
At a glance
- Credentials
- Certified Financial Educator®/Instructor, Certified College Consultant
- Team
- Charlie Stewart is president and has over 20 years of experience as a financial advisor and insurance specialist.
- More than 20 years of experience in retirement income, asset protection, and tax reduction.
- Offers a personalized financial plan and a 15-minute consultation.
From stewartfinancialsolutions.com, checked 22 Oct 2026. Only what the business states on its own website.
Services
- Income Strategies Strategies for guaranteed lifetime income.
- Tax Planning Tax strategies to manage tax bills.
- Money Management Financial strategies for managing and investing excess income.
- Insurance Traditional insurance products for home, auto, business, and more.
- College planning and funding Coaching for college selection, preparation, and funding.
- Financial literacy classes Financial wellness classes for employees and organizations.
As listed by The Stewart Agency. Prices as published by the business and may change.
Services & specialities
Highlights
Tax Planning
Strategies focused on understanding and managing tax bills.
Money Management
Guidance on spending and putting excess funds to work.
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