Financial Advisory Services for Families and Individuals
Guiding You to Live a Stress-Free Financial Life
The Wrong Plan (or No Plan at All) is Keeping You From Reaching Your Goals
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Failing to Create and Follow an intentionally designed plan can result in:
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Missed opportunities
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Catastrophic losses
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Unnecessary taxes paid
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Stress about your future
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Missing your goals entirely
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Expensive and unnecessary “financial products”
There IS a better way!
Live Your Best Life To and Through Retirement
At Spartan Planning, we know how frustrating and stressful it can be to manage your own investments. Or to hear your advisor tell you, “just hold on.” When it feels like even they don’t have a plan. “Buy + Hope” Isn’t a strategy.
That’s why we provide services and solutions that allow you to live your best life to and all the way through retirement.
We believe in:
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Transparent pricing
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Frequent and open communication
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Proactive and process driven risk management
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Acting in your best interest… Always
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Solving for YOUR goals
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Our On-Your-Side Financial Advisors Provide Services Tailored to Your Unique Needs
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Custom Asset Map
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Retirement Financial Planning
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Risk-Managed Investment Management
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Proactive Tax Planning
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Insurance Planning + Analysis
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Estate Planning Discussions
We Use a Simple, Straightforward Process to Build Confidence in your Financial Future
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Get Your Personalized Financial Plan + Asset Map
Get a plan including an asset map specific to you covering retirement, investment, tax, insurance, estate planning and more.
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We'll Implement & Continuously Monitor Progress
A Spartan Advisor will monitor your progress every step of the way.
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You Focus on Enjoying Life
You get to focus on what’s important in life while we regularly update you on your progress.