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About Us

Where Your Values Drive Our Financial Plans

Stewards Planning Group is an independent tax-intelligent financial planning firm located in Willmar, Minnesota that serves values-driven clients across the country. Founded by President and CEO Ben Taatjes, CKA®, the firm has long been driven by a desire to help clients steward their wealth (in all its forms) to maximize the experiences and impact of their lives.

With a proprietary process designed to uncover the best use of clients’ time, talent and treasure, the firm works with pre-retirees, retirees, individuals and families, as well as business owners, to plan for purpose-driven use of their wealth today, in retirement and for generations to come.

We See Financial Planning Differently

We See Financial Planning Differently

Time. Talent. Treasure. These three areas of stewardship are baked into our logo and into our culture. When asked, most people would rank treasure as the least important on this list, and yet most retirement planning is based on finances. Our goal is to guide you in stewarding your life and money so you can live abundantly today and plan for a fulfilling and impactful tomorrow.

Foundational Values Shape How We Serve You

Our values guide how we work with clients and ensure we align your wealth with your calling.

Bring Order to Your Wealth

In order to properly manage wealth, we must first understand what assets you’re stewarding today and where they reside. We create a complete picture of your resources before discussing the best ways to care for and leverage them for maximum impact.

Live Your Purpose

Your wealth is a tool for building a fulfilling life and meaningful legacy. Understanding your purpose shapes the advice we provide and becomes the yardstick by which we measure success.

Team-Backed Stewardship

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.

Maximize Return On Life

An abundant life should be enjoyed today, not just in the future. Accumulating money is not the end-goal, but it is a valuable tool to maximize your return on life and build the values, experiences and perspective that produce even greater forms of wealth: character and contentment.

DAVE RAMSEY ENDORSED SINCE 2007



We are the ONLY Dave Ramsey Endorsed Local Provider (ELP) for long-term care insurance in the Willmar area.

The Story that Started it All

Ben Taatjes began his career in finance at a CPA firm, which he acquired in 2007. However, his understanding of money, contentment, and prioritizing what matters started long before that.

As a kid, Ben loved riding his dirt bike. It was well-worn from use and his most cherished possession. However, after his friends acquired newer, faster bikes, Ben set his sights on a brand-new Honda XR 100 on the showroom floor. He convinced his dad to loan him the $1,000 to buy it, but that meant Ben would have to get a second job as his chores on the family farm were required but unpaid. Instead of spending time riding his new dirt bike, Ben spent the next two summers paying off the debt he'd acquired. Thanks to a sudden growth-spurt, he quickly outgrew the bike, and it had to be sold the following year.

This experience taught Ben a valuable lesson that happiness is found in contentment, and no amount of wealth, power, or material possessions will provide lasting fulfillment. He went on to found Taatjes Financial Group, now known as Stewards Planning Group, to help clients purposefully use their wealth to enhance what they value most in life.

We Wrote the Book on Repurposed Retirement

We Wrote the Book on Repurposed Retirement

"Repurposed: The Untold Story of Retirement in America," written by our founder, Ben Taatjes, helps uncover what constitutes a fulfilling retirement. More than preparing financially for retirement, the mental and emotional aspects of retiring require careful planning, too. This book helps equip people to make retirement the pinnacle of their impact and purpose.

Start Building Your Stewards Plan

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