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PLANNING

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PLANNING

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PLANNING

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TAKE THE NEXT STEP TO IMPROVE YOUR FINANCIAL FUTURE

After exploring our free resources to understand the potentially ruinous problems with the way almost everyone tells you to plan for your financial future... see if you're a good fit to allow Spicer Capital to help optimize every aspect of your financial life. We'd love to help, however we can!

STEPHEN SPICER, CFP®

Founder + CIO 


After successfully operating under the umbrella of a large brokerage firm for years, Stephen came to realize that his personal investment strategy was incongruent with what he was supposed to, or even allowed to, recommend. He grew increasingly uncomfortable with the prescribed advice...

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