Profile: Jeff Stupar

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 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 12 years Jeff has helped hundreds of 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 38 years, live in New Berlin, have 2 grown children and are very involved in the community of greater Milwaukee.





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Stupar Financial

Jeff Stupar
(262) 747-7233 Jeff.Stupar@RetireVillage.com
stuparfinancial.com
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Jeff Stupar

Jeff.Stupar@RetireVillage.com

21710 W Ann Louise Court New Berlin, WI 53146

(262) 747-7233
stuparfinancial.com
Guiding Your Path To Retirement

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Disclaimer: The information presented here is intended as information only and is not intended to repesent tax, legal, or investment advice. Financial products can differ based on state of residence, age and product selected. Many financial products such as annuities may contain surrender charges and/or restrictions on access to your funds. Optional lifetime income benefit riders are used to calculate lifetime payments only and are not available for cash surrender or in a death denefit unless specified in the annuity contract. In some annuity products, fees can apply when using an income rider. Guarantees are based on the financial strength and claims paying ability of the insurance company. Read all insurance contract disclosures carefully before making a purchase decision. Rates and returns mentioned on any program presented are subject to change without notice.