10 IRA & 401K Mistakes Live Webinar

Jeff Stupar is an Advisor and Planner in the financial service industry who has a passion for helping clients make sound financial decisions in retirement planning and tax efficiency. Jeff is primarily focused on safe money retirement strategies, exploring ways to help protect retirement savings from markets. This includes proven strategies to plan for secure lifelong income, potentially increase income in spite of uncertain health, and look at ways to potentially lower taxes.

For over 15 years Jeff has helped local clients achieve their retirement goals. With a focus on education, Jeff focuses on building lasting long-term relationships with clients and adding value by addressing all areas of financial health. Jeff and Jeri have been married for 40 years, live in New Berlin, have 2 grown children and are very involved in the community of greater Milwaukee.