Financial Planning

Our goal is to help you achieve both your current and future financial goals. By creating a complete model of your current financial situation, we are able to objectively assess any gaps in your financial plans. When gaps exist, we aim to resolve them with you. Whether it is education funding for a child or a grandchild, transferring wealth to future generations, or saving for retirement or a special project, your SPA Financial Adviser can help you turn your financial planning goals into reality. Possible financial planning issues include, but are not limited to:

  • Identifying Financial & Retirement Goals
  • Cash Flow & Net Worth Analysis
  • Funding Specific Goals or Life Events
  • Understanding Financial Resources
  • Corporate Benefits (including Compensation and Stock Options) Planning
  • Debt Management
  • Retirement Income Modeling
  • Family Office Services