About Our Madison Advisory Team

Stafford Financial Group

The advisory team in our Madison, WI office provides businesses with independent, objective, and confidential strategic planning and employee benefit advisory services. The experienced and knowledgeable team strives to help clients reach their business goals. They have successfully guided over 600 businesses in important benefit decisions such as employee benefit programs, retirement plans, and health care compliance. They provide resources and initiatives to become your most trusted advisor and believe that your retirement plan should be designed to meet the needs of your company, your plan committee, and your participants.

Contact the team today to learn more about the services they offer. You'll find that they are invested in your success - now and in the future.  

Stafford Financial Consulting Group, LLC was acquired by AssuredPartners on 12/4/20.

Your Madison Advisory Team

Daniel Stafford
Daniel Stafford Financial Advisor
Grant Stafford
Grant Stafford Employee Benefit Services
Ian Smith
Ian Smith Financial Advisor
Tracy Kammerer
Tracy Kammerer Director of Retirement Services

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