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889 N Maize Rd
Suite 109
Wichita, KS 67212
Ph 316-722-1010
Fax 316-221-1009
Jeff@StukeyFinancial Planning.com
Who We Are
Jeffory L.
Stukey, MBA, CFP®
Jeff founded Stukey Financial Planning to address the growing need for objective financial advice. “Many years ago, I was concerned about my retirement funding. As I searched for help with my retirement plan I discovered that the ‘financial planners’ I met with were primarily selling products, not advice. As I talked with friends and relatives, I noticed that I was not alone in my need for a real financial planner – someone who would give me professional advice without a sales agenda, someone who was actually doing financial planning. As part of a five-year process, this experience prompted me to get the necessary training, licenses and registrations to become a fee-based financial advisor.”
“True financial planning requires a professional who has obtained the necessary training and education in all of the relevant areas: retirement, investments, insurance, education funding, taxes, estate planning, and employee benefits.”
“I believe in providing service to my clients in a way that I would want to be served – with an emphasis on the client's concerns and problems. What I enjoy most about my job is getting to know my clients, developing relationships that allow me to help them manage their finances along the way. I believe every person has a right to competent, objective financial advice at a fair price. Since I use no-load (no commission) investment products, conflicts of interest regarding compensation for investment advice are largely removed. There are no income or net-worth minimums to meet in order to become a client.”
Jeff has over 30 years of business experience, primarily as a consultant. He ran his own consulting firm for eight years and was financial manager of another business for five years. Along the way, he did information technology consulting for companies including Cargill Meat Solutions, Preferred Health Systems and Dugan Trucking. He has taught business courses at Emporia State, Truman State and Wichita State Universities and was on the faculty of the WSU Professional Financial Program for two years where he taught the Employee Benefits, Retirement and Ethics course.
Jeff earned his MBA degree from Emporia State University. He became a CERTIFIED FINANCIAL PLANNERTM professional in 2009. He completed the Certified Financial Planner Professional Education Program through the College for Financial Planning in Denver, Colorado in 2006; the institution has been a leading provider of financial services education since 1972.
Along with his wife Margaret, Jeff lives in Wichita, Kansas. They have three grown children – two daughters and one son. Jeff is an avid reader, especially of history, and loves to walk, bike and garden. He is also a member of a local church where he is involved with the Welcome Ministry and mentoring.
Anyone who is interested may request an initial one-hour, no-charge “Get Acquainted” meeting. This meeting is designed to ensure that Stukey Financial Planning's services are the right fit for your needs. Call or email Jeff@StukeyFinancialPlanning.com today to schedule an initial meeting. Whether you need in-depth advice on one issue or multiple financial issues, a financial check-up, or a financial professional to double-check your plans, Jeff stands ready to help you meet your financial goals and objectives.