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Welcome To The Stewardship Agency

Empowering Wise Financial Stewardship

Guiding individuals, families, and businesses with personalized insurance and investment strategies rooted in purpose, protection, and prosperity.
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Financial Guidance with Purpose

The Stewardship Agency is a boutique financial services firm dedicated to helping clients become better managers of their financial resources. Our approach combines wisdom, experience, and ethical financial planning to empower individuals and businesses alike. Whether you’re planning for your financial future, protecting your family, or building an employee benefits plan for your team—we’re here to guide you every step of the way.
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To be a trusted financial thinking partner that equips individuals and organizations to live with purpose, plan with wisdom, and steward resources with confidence.

Solutions Tailored to Your Journey

Explore our personalized services designed to support both individuals and businesses.

Personal Services

Life & Health Insurance

Protect your loved ones and ensure access to quality care with customizable life and health insurance plans.

Medicare & Senior Health Plans

Navigate the complexities of Medicare with expert guidance tailored to your healthcare needs.

Disability & Long Term Care

Safeguard your lifestyle with plans that support income continuity and extended care in times of need.

IRAs & Fixed Annuities

Build a secure financial future through tax-advantaged savings and predictable retirement income options.

Business Services

Group Health, Dental & Vision Plans

Comprehensive benefit packages to attract and retain top talent—customized for your business.

Disability & Life Coverage

Support your workforce with essential coverage that ensures peace of mind during life’s uncertainties.

Voluntary & Supplemental Benefits

Flexible benefit options employees can opt into for additional financial security—at no cost to the employer.

Retirement Planning Solutions

Offer retirement plans that help your team invest in their future—while enhancing the quality of your benefits package.

Education & Resources

Committed to Financial Literacy

We’re passionate about equipping our clients with the knowledge they need to succeed. Visit our educational platform, Steward Your Lifestyle, for insights, tips, and tools that support your financial journey.
  • Take your money management skills to the next level
  • Get practical tips on budgeting, saving and investing
  • Access financial education tools and resources
  • Stay informed about upcoming special events
Visit Steward Your Lifestyle

Why Stewardship Matters

Stewardship = Wise Management

We believe stewardship is more than a financial term—it’s a mindset. It means managing resources responsibly, protecting what matters most, and planning for the future with intention. Our role is to help you make informed choices through guidance, not pressure.

01

Responsibility

Being a good steward means managing your finances wisely—not just for today, but for future generations.

02

Purpose-Driven Decisions

We help you align financial planning with personal values and long-term goals.

03

Protection

Safeguard what you’ve worked hard to build—your family, your business, and your future.
 

04

Empowerment

Through education and transparent guidance, we empower you to make confident financial decisions.

Testimonials

What our valuable customers said

Here are some reviews from our clients about their experience working us.

Create an extraordinary experience and you have a lifetime client.  I am Rod’s lifetime client!  He recently assisted my family in obtaining health insurance and we are beyond grateful for the services he provided.  Rod actively listened to our needs, researched options, and provided customized solutions.   He demonstrated high level product knowledge, professionalism, and commitment.  Additionally, Rod responded expeditiously when issues arose, developed a plan of action, and remained vigilant until resolution.  We could not have been perfectly matched with anyone else.  Through divine intervention, we were provided with the right person at the right time.  I highly trust and recommend Rod to take care of the healthcare needs of you and your family.  Be prepared for an extraordinary experience and join Rod’s lifetime client club.  You will not be disappointed!

Debra C.

Working with Rod Jefferson has been a game-changer for my financial well-being. His deep knowledge of finance, combined with a personalized approach, helped me make smarter decisions about my investments, savings, and long-term goals. He took the time to understand my unique needs and provided tailored strategies that not only gave me peace of mind but also maximized my financial growth. I highly recommend Rod Jefferson to anyone looking for expert financial advice that truly makes a difference.

Tiffany B.

Rod, I just wanted to say thank you so very much!!  I’ve been uninsured for years now and you made getting me covered so easy.  Thank you for guiding me through the Healthcare Marketplace. From our initial conversation to our follow-up Zoom meeting, your professionalism and understanding of the insurance business made this process so easy.  I appreciate you and most definitely will be letting others know about you.

D. Banks

Thank you so much with helping me find an affordable health insurance plan. I appreciate your patience and knowledge of the different options available to me. I would definitely recommend you to my family and friends or anyone in need of health insurance.

V. Waters

Start Your Journey Toward Financial Peace

Whether you’re navigating a major life change or simply reviewing your current coverage, we’re here to help. Let’s discuss how The Stewardship Agency can support your goals—no sales pressure, just thoughtful solutions.
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