Jeff Rogers

Background

About Jeff Rogers

I get joy in helping high-net-worth people to discover the legacy they want to leave and how to take steps to do so. Through conversations, we probe and find the heart of what our clients want to live and leave to those behind is the Founder/Chairman of Stewardship Advisory Group and Stewardship Legacy Coaching with 30+ years of experience in Advanced Charitable Estate Planning, Biblically Responsible Investing, CWM, and Zero Estate Tax Planning. Jeff has an extensive background in Legacy Coaching and Zero Estate Tax Planning as well as Multi-Generational Heir Preparation, Asset Protection, Strategic & Tactical Tax Planning, and Charitable Giving strategies. In addition to assisting individuals, Jeff assists business owners in creating “Kingdom Capital™” by redirecting Tax dollars to their favorite Ministries.Jeff Rogers is an Investment Advisor Representative offering Financial Planning and Investment Advisory Services through Stewardship Advisory Group, LLC; an SEC Registered Investment Advisor.* Legacy Coaching services are offered through Stewardship Legacy Coaching, LLC. Securities are offered through United Planners Financial Services, a Limited Partnership, Member FINRA, SIPC. Stewardship Advisory Group, LLC and Stewardship Legacy Coaching, LLC are not affiliated with United Planners Financial Services.Circular 230 Disclosure: Pursuant to U.S. Treasury Department Regulations, we are required to advise you that, unless otherwise expressly indicated, any federal tax advice contained in this communication, including attachments and enclosures, is not intended or written to be used, and may not be used, for the purpose of (i) avoiding tax-related penalties under the Internal Revenue Code or (ii) promoting, marketing or recommending to another party any tax-related matters addressed herein.Confidential Information: This message and any attachments contain information from United Planners Financial Services, which may be confidential and/or privileged, and is intended for use only by the addressee(s) named on this transmission. If you are not the intended recipient, or the employee or agent responsible for delivering the message to the intended recipient, you are notified that any review, copying, distribution, or use of this transmission is strictly prohibited. If you have received this transmission in error, please (i) notify the sender immediately by e-mail or by telephone and (ii) destroy all copies of this message.