Stewards Planning Group

Stewards Planning Group Cetera is under separate ownership from any other named entity. Investment advisory services offered through Avantax Advisory Services℠.

Securities offered through Cetera Wealth Services LLC, member FINRA/SIPC.finra.org; sipc.org Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Securities offered through Avantax Investment Services℠, Member FINRA (fwww.finra.org), SIPC (www.sipc.org). Insurance services offered through an Avantax affiliated insurance agency. Please visit www.avantax.com/social_policy for more information.

Members of the Stewards Planning Group team gathered in Hawaii this week to be recognized for the firm's growth and achi...
05/07/2026

Members of the Stewards Planning Group team gathered in Hawaii this week to be recognized for the firm's growth and achievement among our financial advisor peers. Jim and son Johann Smith from our Iowa City office accompanied Willmar-based Financial Advisors Claire Molden and Kendra Peterson for the festivities. Congratulations on all of your hard work, team, and we hope you got to enjoy some sunshine and relaxation amid the celebrations!

In a recent episode of Time, Talent, Treasure Radio, Ben Taatjes and Jonathan Shofner discuss the shift to deeper financ...
05/06/2026

In a recent episode of Time, Talent, Treasure Radio, Ben Taatjes and Jonathan Shofner discuss the shift to deeper financial planning that follows the tax-filing deadline, and why life changes—like a child moving—require updates to estate documents and powers of attorney. They cover special-needs trusts and the importance of having a well-defined StewardsPlan™ to responsibly care for your assets today, tomorrow, and for future generations. Listen here: https://www.stewardsplanning.com/time-talent-treasure-radio-recent-episodes

Drawing from a sermon illustration about a man who drove home without any memory of the journey, Ben Taatjes explores ho...
05/04/2026

Drawing from a sermon illustration about a man who drove home without any memory of the journey, Ben Taatjes explores how retirement can lull us into a dangerous autopilot mode in this recent episode of the Retire Repurposed podcast. When everything becomes familiar and comfortable, we stop growing, and as John Maxwell warns, if you're not growing, you're dying. Discover how this slow but gradual descent happens when life's momentum naturally slows down with age. Listen here: https://podcasts.apple.com/us/podcast/the-danger-of-familiarity-breaking-out/id1247953727?i=1000762017366

We're pleased to announce that Financial Advisor Jonathan Shofner has recently earned his Chartered Retirement Planning ...
05/01/2026

We're pleased to announce that Financial Advisor Jonathan Shofner has recently earned his Chartered Retirement Planning Counselor® designation! Congratulations on all your hard work, Jonathan, and thank you for sharing your talents with our firm and clients.

Our April edition of The Steward's Journal is out now! Check out the latest article from Ben Taatjes, recent podcast and...
04/30/2026

Our April edition of The Steward's Journal is out now! Check out the latest article from Ben Taatjes, recent podcast and radio show episodes, and a few ways Stewards Planning Group is using our own 'assets under mission' to support the Willmar community. https://www.stewardsplanning.com/newsletters

04/21/2026

Stewards Planning Group is proud to be a legacy sponsor of the Wild Haven Throwdown on May 9. This event raises money for the Wild Haven Sportsman Club, an organization built to honor the legacies of Will and Harry Dahl and foster a love for the outdoors, conservation, and shooting sports.

Learn more about their story here:
https://www.wildhavensc.com/ourstory

04/20/2026

Middle East headlines matter—but Tuesday’s Senate Banking Committee hearing for Fed Chair nominee Kevin Warsh brings the spotlight back to the Fed. With inflation pressures rising, the Fed may be handcuffed—and rate-cut hopes are fading. Learn more as Gene Goldman, CFA discusses https://cetera.com/research-and-insights

04/20/2026

Many of our client conversations lately have centered on recent headlines—how the war in the Middle East has rattled stock markets and the potential impact of further escalations. Although market reactions to global news are not new, the volume of headlines creating volatility has been particularly high in the past few months, and we understand that's concerning. Concern, however, is not the same as worry. Worrying is a fruitless effort; it occupies your thoughts, dominates conversations, and entertains worst-case scenarios. Ruminating about what could happen next is not productive, so what should we do instead?

Ben outlines his perspective in this recent blog: https://www.stewardsplanning.com/blog/protecting-your-mind-in-uncertain-times

04/16/2026

Just last week, we were proud to support the 13th Annual Banquet for The Fortress—an incredible organization that provides 30-bed housing and faith-based, restoration-focused programming for men battling addiction. Supporting this sober community in Willmar is one of many ways we put 'Assets Under Mission' to work in our local communities.

Learn more about The Fortress here:
https://www.thefortresswillmar.com/what-we-believe

Happy Tax Day to the professional partners who collaborate with us to help maximize our clients' opportunities for impac...
04/15/2026

Happy Tax Day to the professional partners who collaborate with us to help maximize our clients' opportunities for impact. We wish you a season of stress-free days, more time with loved ones, and a manageable number of extensions remaining to complete!

Financial Advisor Kendra Peterson is helping our new team members, Financial Advisor Jonathan Shofner and Marketing & Co...
04/01/2026

Financial Advisor Kendra Peterson is helping our new team members, Financial Advisor Jonathan Shofner and Marketing & Communications Coordinator Shelby Martino get acquainted with Minnesota, and they recently attended their first Timberwolves game. We hope you’re both enjoying the star of the North so far!

Address

1104 19th Avenue SW
Willmar, MN
56201

Opening Hours

Monday 8:30am - 4:30pm
Tuesday 8:30am - 4:30pm
Wednesday 8:30am - 4:30pm
Thursday 8:30am - 4:30pm
Friday 8:30am - 4:30pm

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