Salt-of-the-Earth Millionaires
You work hard. You live a simple life.
And through that, you’ve accumulated.
You may not even know just how much.
You know you want to make sure you’re doing the right things financially.
You want to make sure your family has enough, your kids, or your grandkids.
You want to be able to live the life you want to live, now and through the rest of your days.
Your hard work should not be rewarded with financial uncertainty.
We can help.
Are these questions circling in your head?
When can I retire?
How much money can I spend each month?
Will my money last?
How can I lower my lifetime tax bill?
What if there's a stock market crash?
How do I account for higher healthcare costs as I age?
Who will help my spouse with these things if I pass away?
How do I ensure there's ample money left over for my kids and grandkids?
How do I most effectively transfer assets to my heirs?
What’s the best way to give my money to charities?
Do I really want to spend my time researching and worrying about all this? Or do I want help?
We would be delighted to help you on that journey.
We help our clients navigate questions such as these, providing clarity when things may be confusing.
Hardworking, honest, kind, reliable
Does this sound like you?
Sincere. Trustworthy. Practical. Genuine.
Values fairness. Kind in quiet, everyday ways.
Then we want to work with you.
And we are accepting new clients.
Honest, simple, hard-working people
At least $1.5 million in investments
Preferably located in the Spokane, WA area
Salt-of-the-Earth Millionaire
Doesn’t quite sound like you? We may still be able to help.
How can we help?
As a Comprehensive Financial Planning client, you would get help with the questions mentioned above, and much more.
When working together, we make our way through the topics of the Circle of Financial Health, in particular paying a lot of attention to the topics on the left side of the Circle, as our firm specializes in retirement income planning and tax planning.
Check out more about the Comprehensive Financial Planning service and fees.
If you’re not sure Comprehensive Financial Planning is the right fit for you, check out our other services.
Spencer Financial Planning, as an independently owned, fee-only, fiduciary, tax-focused financial advisory firm, can act as your trusted partner in navigating your finances and improving your Financial Health.