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.

At Stewards Planning Group, our team is made up of experienced, highly trained financial professionals who care deeply a...
06/05/2026

At Stewards Planning Group, our team is made up of experienced, highly trained financial professionals who care deeply about our clients. We serve you as a collaborative team, offering the best of our individual expertise to benefit your unique situation. Get to know more about our approach to serving clients on the link. https://www.stewardsplanning.com/our-approach

We’re excited to share that Financial Advisor Jonathan Shofner has earned his second designation since joining the team ...
05/29/2026

We’re excited to share that Financial Advisor Jonathan Shofner has earned his second designation since joining the team in February! Welcome your new Accredited Asset Management Specialist® (AAMS®)! This achievement reflects Jonathan’s dedication to continued learning and delivering exceptional guidance to our clients. Congratulations, Jonathan, on this well-deserved accomplishment, and thank you for the expertise and commitment you bring to our team every day.

Today we pause to remember all those who gave the ultimate sacrifice for our freedom. Thank you to the brave men and wom...
05/25/2026

Today we pause to remember all those who gave the ultimate sacrifice for our freedom. Thank you to the brave men and women who serve our country with honor and integrity.

SURPRISE 🥳 Behind every great firm is a leader who knows how to take a joke! 🎂 The SPG team had a blast surprising our F...
05/22/2026

SURPRISE 🥳 Behind every great firm is a leader who knows how to take a joke! 🎂 The SPG team had a blast surprising our Founder and CEO, Ben Taatjes.

While Ben spends most of his time helping others plan for the future, we made sure he focused on the present (and the cake!) for a few moments. Happy Birthday, Ben! We are proud to work alongside you. 🤝💼

Stewards Planning Group was proud to sponsor and attend the Wild Haven Throwdown on May 9th. Our team, led by Ben Taatje...
05/19/2026

Stewards Planning Group was proud to sponsor and attend the Wild Haven Throwdown on May 9th. Our team, led by Ben Taatjes, joined community members in New London, MN, for an evening of giving and remembrance. 🤝

The Wild Haven Sporting Club is an upcoming nonprofit facility dedicated to the memory of Will and Harry Dahl. At SPG, we believe in stewarding our resources to support projects that build community and honor lasting legacies. It was a privilege to contribute to this meaningful cause.

On this episode of Time, Talent, Treasure Radio, Financial Advisor Kendra Peterson joined Ben Taatjes in the studio to t...
05/14/2026

On this episode of Time, Talent, Treasure Radio, Financial Advisor Kendra Peterson joined Ben Taatjes in the studio to take a more in-depth look at steps of The StewardsPlan™ and discusses a real-life example of how clients have used IRAs and life insurance to support their families and mission-driven causes. Now is the time to turn your tax-season momentum into tax-efficient stewardship. Listen here: https://www.stewardsplanning.com/time-talent-treasure-radio-recent-episodes

In a recent episode of the Retire Repurposed podcast, Ben and Jerrid explore the core shift that changes everything: Ret...
05/12/2026

In a recent episode of the Retire Repurposed podcast, Ben and Jerrid explore the core shift that changes everything: Retirement isn't the goal; it's the tool from which to operate a whole new life. Discover the profound difference between being a Christian who happens to be retired versus being a Christian retiree who uses retirement as a launching pad for Kingdom impact. Listen now: https://podcasts.apple.com/us/podcast/retired-christian-vs-christian-retiree-a/id1247953727?i=1000764565650

05/11/2026

CPI hits Tuesday. PPI follows Wednesday. With elevated energy costs and sticky services prices, the data could surprise—and influence how long the Fed stays on hold. CIO Gene Goldman, CFA breaks down what to watch and why it matters for markets in hashtag . https://cetera.com/the-week-ahead?utm_source=nfaaol

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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