The Substance of Proven Success
Spiritus Financial Planning was founded on the principle that peace of mind comes from having a long-term financial plan that’s built on solid investment practices, not hype. We are a fee-only firm, specializing in long-term investment strategy and dynamic portfolio design. Our services include complete portfolio and investment policy development, diversified asset allocation and performance measuring and monitoring.
Our goal is to help you build a strategic plan for the rest of your life and we achieve that goal in a non-flashy way – with discipline, reliability and honesty delivered with unmatched service.
Invest in Service, Not Sales
Your needs are unique to you. We understand that, so we take the time to get to know who you are - your concerns, your ambitions, and your outlook and tolerance toward investing. We want to build a relationship with you for life. While most firms check in with you once a year at best, we work with you on an on-going basis, keeping you apprised of your investment progress during regular quarterly meetings.
And since we aren’t in the business of commission based advice, we can assure you that your investment strategies are driven by your goals and your risk tolerance, not the stock or mutual fund flavor of the month. As a fee-only firm, we are compensated directly by our clients and because we work in a fiduciary capacity, we always provide recommendations based on your best interest.
Become a Tax Savvy Investor
We offer what many other firms can’t – solid tax planning expertise.
Drawing from our extensive tax planning knowledge, we further add value to our investment management services by using the tax code to our client’s maximum advantage. We make sure your taxable investment accounts and your retirement accounts are structured for optimal performance. By holding equities in taxable accounts and bonds in retirement accounts while attaining your target asset allocation, we create maximum tax efficiency for your investment portfolio.
Your Success is Our Success
Success can be measured in many ways. For us, success means our clients are reaching their goals. That their money is aligned with their values and that they have peace of mind through volatile markets. That they know someone is looking out for their financial interests and most importantly, that they have a relationship with a registered investment advisor built on trust and not investment returns.
Come to Spiritus Financial Planning and together, we will discover how you can improve the quality of your life – one great financial decision at a time. If you would like to begin a relationship as a Spiritus client, contact us today.
