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 help 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 help guide you through the many challenges that lay ahead.

Tax Topics

Become a Client

Becoming a client with us is as easy as it is rewarding. Click here to fill out our new account form and we will contact you shortly.