100% of Our Commissions to Charity!
risks
SaleSPeople
You need insurance, but the industry is rife with conflicts of interest. Can you trust this person or are they just motivated by commissions and good at sales?
missed synergies
Without a trusted professional on your team reviewing and coordinating all your insurances, opportunities and cost-saving synergies are easily overlooked.
miscommunication
If your financial professionals are not working together, it is impossible to optimize your insurances to best support both your short- and long-term plans.
trusted Expert advice
Finally, now, you will have no doubt that your financial planner is working in your best interest—helping you find the absolute best solutions for the very real risks associated with:
- Long-term care
- Disability
- Premature death
- Estate taxes
- Legacy shortage
Advanced Strategies
Yes, for some, term insurance is all you need. But for others, a permanent life insurance policy could make your long-term plans much more lucrative.
Whether it is an optimized implementation of the Infinite Banking Concept or a more confident retirement withdrawal strategy knowing each spouse is entirely taken care of when the other passes—having an insurance expert on your team that you know you can trust can make a world of difference for your financial future.
ALL YOUR INSURANCE NEEDS
As with every aspect of your financial life, we take as much off your already busy plate as possible. In the financial areas where one of our team members is not an expert, we have built a network of trusted experts across the country to work with us in optimizing all your other insurance needs:
- Home
- Auto & Other Vehicle
- Umbrella
- Health
- Business
- Group Benefits
100% OF ALL OUR COMMISSIONS TO CHARITY!
At Spicer Capital, it's important to us to be able to use our expertise to best help our clients while also removing any and every conflict of interest—perceived or otherwise.
What better way than to donate any commission we may receive for helping you to one of these established charitable organizations?!
Services
Learn how we serve our clients in each of these areas by tapping on the icons.
CASH FLOW
PLANNING
INVESTMENT
PLANNING
RETIREMENT
PLANNING
INSURANCE
PLANNING
ESTATE
PLANNING
TAX
PLANNING
Learn how we serve our clients in each of these areas by clicking on the icons.
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!
You should always consult a financial, tax, or legal professional familiar about your unique circumstances before making any financial decisions. This material is intended for educational purposes only. Nothing in this material constitutes a solicitation for the sale or purchase of any securities. Any mentioned rates of return are historical or hypothetical in nature and are not a guarantee of future returns.
Past performance does not guarantee future performance. Future returns may be lower or higher. Investments involve risk. Investment values will fluctuate with market conditions, and security positions, when sold, may be worth less or more than their original cost.