FEE-ONLY FINANCIAL ADVISORS SERVING FAMILIES, INDIVIDUALS, AND ORGANIZATIONS
Enjoy More of Life’s Moments
Finances can be overwhelming and intimidating…
but they don’t need to be.
At Spartan Planning, we help you…
Create a personalized financial roadmap
Work toward your goals
Quit worrying about money
Enjoy more moments in life
What’s included in your Spartan Financial Roadmap?
To best plan for the future, we begin by identifying what is important to you and make sure we have your destination in mind before building your roadmap.
Here’s what our clients have to say:
Join others and add confidence to your financial future.
It’s as easy as 1, 2, 3.
Schedule a Discovery Meeting
Get your Personalized Financial Roadmap
Implement & Enjoy While We Monitor Progress
Spartan Planning Creates Unique Value for Its Clients
Service, not Sales
As a Fee-Only, full-time fiduciary, we have no incentive to sell you a product you don’t need.
Pro-Active Risk Management
Our goal is to eliminate unnecessary risk from your portfolio.
Our process aims to keep more money in your pocket by reducing unnecessary taxes.
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Institutional Wealth-Management for your investments.
More than 70 years combined experience helping clients achieve clarity and confidence in their financial journey
Meet your Spartan Financial Advisors
Chief Listener | President
Partner | Advisor
Partner | Advisor
MBA, CFP®, CLU®, ChFC®
Our team proudly supports the professional training and certifications of its employees.
Billions of $$$ Managed
Our team members have helped thousands of families stop worrying about retirement and enjoy more of life’s moments.
Download Your FREE Guide to "Avoid the Million Dollar Mistake."
We have worked with clients at all stages of their financial journey get a plan to reduce risk and prioritize healthy financial growth moving forward.
Here’s how we do it:
- We set up a discovery meeting between you and one of our “on your side” financial advisors to identify your goals and objectives.
- Get your personalized financial plan to create confidence and clarity around your future.
- Enjoy life today without worrying you’ll run out of money tomorrow.
So, contact us today to schedule a discovery meeting with one of our financial advisors. And in the meantime, download our free guide and learn how to avoid the ‘4 Threats to a Stress-Free Financial Life.’
Stop getting ripped off by hidden fees and exposing yourself to unnecessary risk and finally get a plan to live stress-free and be confident in your financial future.