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Woven hammock on a tropical beach with mountain views
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Plan. Invest. Enjoy.
Christopher Stewart, CFP®
Retirement Planning and Investment Strategies

4932 Dominion Blvd.
Glen Allen, VA 23060-6766

Phone:

804-864-5912

Fax:

804-864-5930

E-mail:

chris@stewartwealthadvisors.com

Videos

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Calculators

You can review interesting calculators on my site.

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Contact Us

Please feel free to contact us with any questions.

Contact Us

Welcome to Stewart Wealth Advisors LLC.

Today's investment climate offers unprecedented opportunities. At Stewart Wealth Advisors LLC, our mission is to help clients take advantage of those opportunities by providing them with three key tools:

  • A clear understanding of their financial goals

  • A well-defined roadmap for achieving those goals

  • Ongoing advice to help adjust their roadmap when their needs change

Here, you'll find valuable information for evaluating your current position and progress toward financial goals. We offer educational articles that outline financial concepts and highlight products designed to fill the gaps in your financial strategy. You'll also find calculators that will help you assess your current and future needs.

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Visit often, as our content is constantly changing. For help with your financial management, or for more information on Stewart Wealth Advisors LLC, please contact us today.

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Closed-End Funds May Offer Higher Income

Closed-end funds are considered to carry higher risk but may provide a higher income stream than traditional mutual funds holding similar securities.

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Charitable Gifts of Life Insurance

Explains using life insurance to make meaningful charitable donations.

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Life Insurance for Two

Survivorship life insurance may be a cost-effective coverage solution for older couples or business partners.

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Whats in Your 401k?

Contributing to your 401k can be a big step toward a more comfortable retirement, but its important to understand exactly what you are getting for your money.

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Disability Income Insurance

How much Disability Income Insurance do you need?

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck