Stuart Seffrood Email & Phone Number

My mission at Seffrood Wealth Management is to help Retirees, Business Owners and their employees accumulate retirement income.My personal practice centers on handling three types of individuals: 1) Retirees 2) Small Business Owners (under 100 employees) 3) Blue collar workers What do we offer? Financial planning, financial advice, wealth management, stocks, bonds, mutual funds, exchange traded funds, annuities, REIT's, BDC's, life insurance, disability insurance, health insurance, long term care insurance, 401(k)'s, corporate benefits, stock option planning, tax planning, budgeting, and much, much, moreMy goal is to help families, retirees, and small business owners grow their retirement income. This is done by aiming to lower their fees and expenses, grow investments tax deferred and in some cases tax free. Implement programs to manage the downside risk with proper portfolio diversification. Last find money to help students go to college with tax free dollars.* E-mail me at stuart@seffroodwealthmanagement.com or call (608) 396-6600 to set up a meeting.Securities offered through Berthel Fisher & Company Financial Services, Inc. (BFCFS). Member FINRA/SIPC. Investment advisory services offered through BFC Planning, Inc. Seffrood Wealth Management, BFCFS, and BFC Planning, Inc. are independent entities. , “There are risks involved with investing which may include market fluctuation and possible loss of principal value. Particular investments may not be suitable for certain situations. Carefully consider the risks and possible consequences involved prior to making an investment decision.”

Listed skills include 401K Rollovers, Asset Allocation, College Funding Strategies, Estate Planning, and 18 others.