What We Do
Creating Financial Peace of Mind
How does The Spivak Financial Group deliver financial peace of mind? We partner with you, our client, to develop a plan to help with your asset accumulation, preservation, and distribution goals while ensuring that you have a lifetime of income that you cannot outlive. Our objective is to make our process so clear, that you know exactly how we are managing your hard-earned money.
We are an independent, full service asset management and retirement counseling firm. Our mission is to ensure long-term financial security for you and your family by helping you accumulate, protect, preserve, and pass on your assets.
Our team of financial professionals has experience in many different financial specialties. We also partner with the most respected investment companies so we can offer a broad range of wealth management solutions to you including the following:
- Investment Advisory Services
- Retirement Planning Strategies
- 72t Distribution Income Planning
- Estate Transfer Strategies
- Comprehensive Financial Planning
- College Funding Analysis
- Insurance Planning (Life, Disability, Health, and Long-Term Care)
If you’d like to learn more about how The Spivak Financial Group can help you secure your financial future by accumulating, preserving, and distributing your assets, please contact us to schedule a no cost, no obligation consultation.
Most people don’t plan to fail, they simply fail to plan.
At Spivak Financial Group, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
We can help you address:
- Investing principles and strategies
- Retirement investing and distribution strategies
- Estate conservation issues
- Risk management analysis
We also can answer your questions, including:
- Can I retire early?
- Are my investments working hard enough?
- What’s a good approach for college savings?
- What are the elements of a sound estate strategy?
- Do I have enough life insurance for my family?