After many years of servicing retirees and pre-retirees,
Jeff Stupar has retired. His business is now in the uber-capable hands of Sean Sparkman and Pathfinders Wealth.
Here’s what Sean Says:
We’re happy to announce that Jeff took some of the same great advice he’s been giving
you for years and is now ready to retire. Before beginning this next chapter of his life,
Jeff wanted to ensure he placed you in the competent hands of a firm that shares his
values and his client-focused approach to retirement planning.
After a diligent research and vetting process, Jeff Stupar selected Sean and Rick
Sparkman, the father-son team leading Pathfinders Wealth, to provide you and your
family with exceptional service.
Here’s what Pathfinders has to say about their family-owned retirement income planning
practice:
From Sean Sparkman and Pathfinders Wealth.
You might be interested in knowing how my father and I came up with the name
“Pathfinders Wealth.” Both of us enjoy nature and wildlife. We loved the story of how
baby bears find the correct trails in an often treacherous wilderness.
All over Alaska, you can find trails containing huge footprints. These footprints, made
by adult grizzly bears, are centuries old. They serve as maps for grizzly cubs, who
place their feet exactly where the elder bears have walked. Thus, cubs learn how to
avoid making mistakes in an unforgiving environment. Following the ancient, proven
paths, youngsters avoid potentially dangerous mistakes.
The team at Pathfinders Wealth understands the financial world can be its own
overwhelming and confusing wilderness. Retirees and pre-retirees are typically
exposed to a barrage of information, misinformation, and marketing hype. If you are
like most people, you probably get a ton of snail mail, phone calls, emails, ads and
more. It’s hard to know what to believe and who is worthy of your trust. Straying even a
little from the right trail can result in mistakes with your money from which you may not
have time to recover.
At Pathfinders, we seek to leave footprints in the financial world that you can easily
follow, and act as your trusted guide in an ever-changing economic landscape. We are
proud to help you continue the journey you began with Jeffrey Stupar and achieve your
vision of retirement success.
You can find out more about us by visiting our website or doing a search online. Also,
you will be receiving a call from either Rick or Sean over the coming months to welcome
you on board and answer all your questions.
Do not hesitate to reach out to us prior to our call for any and all needs and concerns
you have.
Sean Sparkman
In this challenging economic environment, many retirees and those near retirement have questions about how best to grow and preserve their wealth. They often want to know:
- What is the best age to start my retirement?
- Is there any way to avoid burning through my savings when I stop working?
- Is there an ideal age for me to start getting Social Security?
- How could my portfolio be affected in tough economic times?
- If I died suddenly, what would happen to my loved ones?
- If I had to go into a nursing home, how would I pay for it?
- How can I legally avoid paying too much in taxes?
- Am I prepared for unexpected medical expenses, included long-term care needs.
For over 20 years, Wisconsin-based retirement specialist Jeff Stupar has been helping his clients discover the REAL truth about money. As an experienced fiduciary advisor, retirement planner, and safe money specialist, Jeff knows that recovering from bad money decisions can take years that many older clients simply don’t have. That’s why he focuses on sound portfolio design and management using products designed to provide a measure of safety, along with some growth. Jeff Stupar’s aim is to help retirees and pre-retirees create streams of tax-advantage lifetime income that they cannot outlive.
To accomplish client goals, Jeff’s strategy includes using safe money products and specific growth-oriented assets. Many of these assets provide tax efficiency and some generate increasing annual income, while avoiding market volatility and potentially lowering tax liabilities.
