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The mathematical, scientific, and economic FACTS to retire happily ever after
How to intelligently optimize your portfolio so that you’re protected from both inflation and deflation (even if you failed Personal Finance 101).
The one thing that could completely wipe out your entire life’s work
How to create a strategic roadmap that protects you and eliminates all of the guesswork
Simplified stories that explain complex, yet powerful financial products like life insurance and annuities.
David Stellpflug, RICP, is the president and founder of Family Financial Associates Inc., based in Eau Claire, Wisconsin. Mr. Stellpflug has over three decades of experience. His firm focuses on comprehensive financial planning, with an emphasis on retirement-income planning. Mr. Stellpflug initially entered the financial-services industry on a part-time basis for a national financial-services firm. He later went full-time at the firm, becoming a vice president. In 2004, he started his independent practice, where his wife is co-owner, office manager, and customer service specialist. Mr. Stellpflug has earned the designation of Retirement Income Certified Professional (RICP) and is a Bucket Plan Certified Planner. He wrote the preface to a limited edition of “The Bucket Plan,” a book by Jason L. Smith. Mr. Stellpflug and his wife have four children and 12 grandchildren. They love to spend time with family and enjoy boating , fishing, traveling, and are avid pickleball players.
Tom Hegna is a best-selling author, industry renowned speaker, and world-class coach with over 30 years of experience in the financial services industry. As a former First Vice President at New York Life and retired Lieutenant Colonel, he’s spent the last several years of his career becoming the leading voice on all things retirement. Tom has presented all over the world, including over 5,000 presentations across all 50 states.
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Securities and advisory services offered through Packerland Brokerage Services Inc., and unaffiliated entity. Member FINRA & SIPC.
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