For more than two decades, our firm has had the privilege of helping individuals, families, and business owners uncover the best use of their time, talent, and treasure. We believe that wealth comes in more forms than money, and money should be a helpful tool to build the life you want. When I founded Taatjes Financial Group, it was our mission to help clients steward their wealth to maximize the experiences and impact of their life, and in order to better reflect that purpose, we are changing our name from Taatjes Financial Group to Stewards Planning Group as of this month!
In our industry, the word ‘fiduciary’ describes someone who manages money or property for someone else with good faith, accountability, and trust. When we take on the role of financial advisor, we accept the responsibility of managing assets for our clients’ benefit rather than our own. However, stewardship is “the careful and responsible management of something entrusted to one’s care,” and in some ways, it’s an even higher standard of responsibility. The two concepts work together to guide our firm’s relationships with clients, and you’ll see us lean into this view of stewardship even more going forward.
Our new name also emphasizes ‘planning’ because having a long-term financial plan is what affords confidence and peace of mind for your family’s future. Planning provides security in down markets, perspective in up markets, and direction for decision-making regardless of the circumstances.
‘Stewards Planning Group’ highlights that we are a team, a group of individuals working together to accomplish a task. As our business has evolved over the years, we have added team members to support our growth and elevate your service, and collaboration is key to our collective success. We believe our mission is bigger than any one person or single portfolio, and the work we do can help build generations, communities, and the Kingdom.
This rebranding is a change in name only. There is no change in ownership of the firm, the team members clients work with daily, or our location and services. We are proud to launch a new website with more content, tools, and resources to help clients understand and steward their wealth—in all its forms.
I am honored by the support we have received and humbled by the trust clients place in our team every day. I’m confident this is the right brand name to carry us into our next chapter of growth, and we look forward to many more decades of serving clients as Stewards Planning Group.