Kaups Financial Advisors Information

Kaup’s Financial Advisors is enjoying their 34th year in business in Stuart, and currently has 12 employees specializing in agricultural tax and estate planning strategies, investments and all lines of insurance. They provide tax planning as well as tax preparation, and have prepared more than 1000 tax returns. Founder Scott Kaup, CFP® is a CERTIFIED FINANCIAL PLANNER™. Kaup’s publishes new tax tips every week on their website at https://www.kaupsfinancial.com/ or you can sign up to get them by email. You can schedule Scott Kaup to speak about the new tax law at your next group event by contacting Annie Fischer at 402-924-3607. Kaups Financial Advisors, Inc., is an independent firm with securities offered through Summit Brokerage Services, Inc. Member FINRA www.finra.org and SIPC www.sipc.org Advisory services offered through Summit Financial Group Inc., a Registered Investment Adviser. Summit does not offer, warranty or endorse real estate, tax or legal services.