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About Kaup's Financial

Giving Your Money a Purpose in Retirement

At Kaup's Financial, we've spent over 40 years helping families and business owners in Nebraska, South Dakota, and nationwide manage their tax and estate planning strategies, investments, and insurance needs to help them retire with confidence. As a trusted partner for high-net-worth individuals, entrepreneurs, and agricultural professionals, we offer a holistic approach to tax and wealth management that helps our clients avoid tax inefficiencies, overexposure to risk, critical gaps, and other unintended consequences.

We'll manage your financial future with the same care as we would our own family.
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Scott and Ben Kaup

Our History

Scott Kaup, a CERTIFIED FINANCIAL PLANNERTM professional, founded Kaup's Financial in his hometown in Stuart as a small insurance practice in 1984. Over the years, we've expanded our services to include tax management, investment strategies, and comprehensive financial planning. Today, Scott, alongside his son, Ben Kaup, and the rest of our team, have grown the firm into a multi-generational financial support system for the individuals and families that we serve across the Midwest and beyond.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks. 

Our Core Values

Our values reflect our commitment to treating clients like family, integrating the various aspects of their financial health into one easy to understand plan, and always acting with trust and integrity.

At Kaup's Financial, we:

  1. Make our clients' priorities our priorities.
  2. Are dedicated to unparalleled and extraordinary service.
  3. Strive to provide more value than expected and overdeliver.
  4. Provide a positive focus for our client's lives.
  5. Give clients choices and help them make informed decisions.
  6. Are direct and honest in our communication and advice.
  7. Partner with clients and become their friends.
  8. Are committed to our families and our community.
  9. Uphold our Midwestern values while building long-term relationships with clients.
  10. Have superb technical knowledge and are open to new ideas.
Kaup's Financial

Our Team

At Kaup's Financial, we'll be by your side through every stage of your financial journey. Our professionals have diverse specializations and certifications that make them the right fit for your holistic financial planning, accounting, tax management, investment, and insurance needs. We're also uniquely experienced in helping farmers, ranchers, and other entrepreneurs navigate their unique tax and wealth planning. We can't wait to meet you.
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Why Choose Kaup's Financial

With a family-office approach, we integrate financial planning, tax management, asset management, asset protection, and estate planning into every client's strategy. Our personalized services combined with deep expertise in areas that matter most to you, like leaving a legacy or overcoming complex tax issues, help ensure your financial plan stands the test of time.

Prosperity Capital

Powered by Partnership, Focused on You

We're also proud to partner with Prosperity Capital Advisors (PCA), a nationally recognized SEC-registered investment advisor. This collaboration gives us access to advanced planning tools, a wide range of investment options, and a deep bench of specialists available to provide support for even the most complex financial puzzles. Through this partnership, we're able to deliver truly comprehensive, customized strategies backed by institutional strength, helping you align every aspect of your financial life with precision.

Stuart Main Street

For over four decades, we've helped clients transform their ideas of financial freedom into realities. Let us put our expertise to work for you.

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