Brueckner Financial Strategies, Inc. is focused on educating New Englanders in the preservation of their hard earned assets and avoiding losses due to market corrections, high taxes, probate or an extended illness.
Servicing our client families' needs is our top priority. Personal integrity, honest communication and education on the issues affecting retirees and their heirs are how we strive to differentiate our firm.
It is our mission to help you navigate this volatile economic environment and to assist in reaching your retirement goals with your assets and peace of mind intact.
Stephan has been in the financial services industry for over 25 years. He founded Brueckner Financial Strategies, Inc. (BFSI), in 2004 to focus solely on Wealth Preservation strategies for his private practice client family.
Prior to launching BFSI, Stephan was a financial advisor with Bay Financial Associates in Waltham, MA and an institutional fixed income bond broker with Bear Stearns in Boston, MA.
Stephan teaches for Adult Education programs in Connecticut, Massachusetts and Maine. He is also a guest speaker for various community organizations, most recently: Scranton Library, Blackstone Library, Guilford Free Library, Madison Senior Center, HCH Library, Shoreline Men Over Sixty and MOMS.
As a Federal Benefits Specialist with Voluntary Employee Benefits Systems (VEBS), Stephan presents benefit classes to federal civil service employees (CBP, DHS, IRS, FNS), helping them to understand their pension options and maximize their government benefits as they near retirement.
Stephan lives in Madison, CT with his wife and children. He serves on the Board of Directors of the Madison Chapter of the Jaycees. Stephan is a Colby College alumnus.
He is a voracious reader, enjoys snorkeling, kayaking, weight training, cooking and gardening.