A professional consultation - when you most need it
Whether you are just beginning the financial planning process, seeking investment advice or starting to plan for your golden years, we can help. We guide you in preparing for a sound financial future – and peace of mind.
Personal Financial Planning
Many people believe that financial planning is only for the very wealthy. Yet all households need to manage their financial resources carefully for a financially secure and worry free future. Whether your goal is to retire early, finance your children's education or start a new business, we can help. Read more about personal financial planning.
How much will I need for my retirement in order to live comfortably? What are my goals? When should I start planning? What should my withdrawal strategy be? How much can I count on from Social Security? What costs might I run into once I've actually retired? It's never too early or too late to start strategically planning for a financially secure retirement. Find out more about retirement income planning.
At Spiritus, we 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. Learn more about our investment management service.
Think of it as a check in for do-it-yourselfers. You may be on the right track, but there are times when you should seek a professional second opinion. When life changes, so does your financial situation. A consulting call once a month, or once a year – we can help you stay on target so you will reach your goals and dreams. Discover how hourly financial advice can benefit you.
Get the advice you need. Contact us to find out which consultation is right for you.