Playbook Overview

Spencer Financial offers a full range of financial services and is committed to providing personalized services to meet your needs. Our comprehensive playbook provides multiple options aimed at achieving your short and long term financial plans, goals, and dreams. Planning is not a one time event, however. As your trusted partner, together we will update your personalized plan on a regular basis and/or when an important life event occurs. We are here to walk with you through life and serve you so you can achieve your goals and dreams.

Our personalized services include, but are not limited to:

• Organizing and protecting your assets utilizing our Offense & Defense Investment Philosophy;
• Regularly reviewing asset allocations in relationship to your risk tolerance and individual plan;
• Strategizing your financial, retirement, tax, and estate plans; and
• Offering a plan to simplify, consolidate, and integrate every aspect of your financial future.

Investment Planning, Management, Analysis, and Coaching

Retirement, Estate, & Education Planning

Risk Management Planning