About Our Business Model

Welcome to Stapfer Financial Planning Group Inc., a leading provider of insurance, estate and tax planning solutions for businesses, individuals and their families.

Our role as financial & estate planners is to look at your total financial picture to determine where you are today – and what needs to be done to get you to where you want to be tomorrow. We work with you in your accumulation stage and during your retirement years. Our process involves the development and proper implementation of a written financial plan, with ongoing advice and consultations to ensure that you always stay on the right track towards your goals. We will work with you and your other professional advisors to maximize and protect your estate – without any sleepless nights!

As an independent firm, we have access to many product providers. This allows us to select optimal solutions for your unique situation.

As a client of Stapfer Financial, you will receive the highest level of commitment to handling your affairs with a professional, confidential, and caring approach.

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