At Spear Financial Inc., we believe that one size doesn't fit all because you and your situation are distinct. We ask questions to help better understand your goals and aspirations, take the time to listen, and help you to plan for a more successful future. At the end of the day, we specialize in retirement income planning, estate and legacy strategies, and small business financial strategies.

 
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Services

We specialize in retirement income planning, estate and legacy strategies, and small business financial strategies.

 
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Client Journey

Learn about the process we will go through to help reach your financial goals from beginning to end.

 
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Our Firm

We provide sound, financial advice, focusing and identifying risks that if left unchecked, could ruin even the best made plans.

 
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IS YOUR FINANCIAL HOUSE IN ORDER?

Keeping important documents and financial records organized and readily available is one of the best gifts you can give those you love. In the event of a catastrophe or serious illness, disability or death, having your documents organized together will immediately provide vital, timely information to both your family and professional advisors.

ASK YOURSELF THESE QUESTIONS:

  • Am I confident my retirement income planning strategy for the future will work?

  • If something were to happen to me tomorrow, is my family taken care of with life insurance?

  • Do I have a will in place to avoid conflict? How do I address estate and legacy planning?

  • Do my spouse/children know where my important papers and policies are?

  • Could my spouse handle our retirement strategy tomorrow, if I were no longer around?

  • What are my options for Social Security?

If your answer is “no” to any of these questions, then your financial house may not be in order. Contact us today and let us help.