Welcome to Clancy Stumpf & Company
As your financial advisor, it is my job to understand your complete financial and personal situation and offer recommendations. Did the market crash of 2008 throw your financial plan into disaray? Are you a high net worth individual worried about how taxes will affect the nest egg you have worked so hard to build? Are you hoping to retire soon and wondering if you can make it? Whatever your financial concerns, we will customize a plan to address your specific needs.
We are currently in a slow recovery after one of the most difficult economic periods in our history. We also have a presidential election in November that will likely bring changes in tax and economic policies that could affect the suitability of your current strategy. In times like these, it is critical for investors to re-evaluate every aspect of their financial plan. Whether your planning needs involve investments, insurance, retirement or estate taxes, we can prepare and guide you through the many challenges that lay ahead.
Whether your needs involve planning in the areas of investments, retirement, insurance, education, or trusts and estates, we can bring the appropriate strategies and resources to the table to help you reach your goals.
From retirement plans to qualified stock options, corporations have specific planning needs. Owners, officers, and majority shareholders also have unique tax and estate issues to consider. We have the expertise and resources available to help address the many needs of corporations and family held businesses.