Jeff Scheper, Cfp® Email & Phone Number

I work with my clients to develop and implement customized financial and retirement strategies focused on reducing taxes with advanced planning and matching returns to cashflow needs. As a financial advisor with the CERTIFIED FINANCIAL PLANNER¬™ designation, my plans for clients are flexible and goal-based, focusing on retirement. These retirement income plans are comprehensive, reflecting tax, insurance, investment, and estate objectives. The portfolio strategies that are used to support these plans are tailored to each individual client's specific needs. My entrepreneurial background helped infuse me with a spirit of hard work, professionalism, and integrity. Areas of focus: Retirement Planning, Tax Planning Strategies, Wealth Management and Investments, Insurance Planning, Estate Planning Strategies, Education Funding Strategies, Small Business, and Entrepreneur consulting./*********/Stifel Financial Corp. and its affiliated companies (“Stifel”) reserve the right to retain, monitor, and reproduce all electronic communications consistent with applicable law. Stifel Financial Corp. is the parent company of Stifel, Nicolaus & Company, Incorporated, Member SIPC & NYSE. Stifel will not accept purchase or sales orders via LinkedIn, Facebook, or any electronic messaging systems. The comments, postings, or views expressed are my own and do not necessarily reflect that of Stifel. Stifel is not responsible for content posted by third parties. Statements and messages are for U.S. residents only and are subject to the following terms: www.stifel.com/disclosures.