Stukey Financial Planning

Jeff founded Stukey Financial Planning to address a need that he began to notice several years ago. “I was concerned about my retirement funding. As I searched for help with my retirement plan I discovered that all the ‘financial planners’ I met with were primarily selling products, not advice. At that time, out of frustration, I began to build my own retirement plan. 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 planning. As part of a five-year process, this experience prompted me to get the necessary training, licenses and registrations to become a fee-only financial advisor.”

“I also discovered that there is an overwhelming amount of financial information available, combined with an increasing number of individuals holding themselves out as financial planners. This really confuses the average consumer. 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 their 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 also believe every person has a right to competent, objective financial advice at a fair price. Since I sell no financial products, all conflicts of interest regarding compensation are removed. There are no income or net-worth minimums to meet in order to become a client, nor are there any long-term contracts to sign.”

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 concerning insurance, payroll, sales and many other areas. He has taught business courses at Emporia State University and Truman State University (formerly Northeast Missouri State University). More recently, he has taught a couple of courses at Wichita State University: "Fundamentals of Financial Management", a course for junior-level business majors and "Employee Benefits, Retirement & Ethics", a course for professionals interested in pursuing a financial planning career.

Jeff earned both a Bachelors of Business Administration degree and an MBA from Emporia State University. He has completed a rigorous professional education program through the College for Financial Planning in Denver, Colorado; 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 children – two daughters and one son. Jeff is an avid reader, especially of history, and loves to walk and bike. He is also a member of a local church where he is involved with the Welcome Ministry and small group Bible studies.

Anyone who is interested may request an initial 30-minute, 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 e-mail today to set up 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.