Benefits of Retirement Planning
Retirement planning is the process of evaluating your current financial standing and creating a strategy for helping you achieve your desired retirement lifestyle. It is about matching goals with financial realities, focusing on providing a lifetime of income after...
Budgeting for the Holiday Season
As the winter gifting holidays approach, current economic conditions might cause you to be more cautious than usual about how much you spend on friends and family this year. If rising costs, a declining stock market, and high interest rates are making you take a...
Making the Case for Bonds
What a difference a couple of years makes. At the end of 2021, interest rates were at rock bottom, and banks offered savers little more than crumbs. Fast forward to today, and the Federal Reserve has lifted interest rates north of 5%. Interest rates on savings...
Kaelen’s Journey to Becoming a Certified Financial Planner
Starting a career in finance requires determination, knowledge, and a passion for helping individuals navigate the complexities of their financial lives. Recently Kaelen achieved a significant milestone in his professional journey by becoming a Certified Financial...Why a Fee-Based Financial Advisor Is Right For You
How do financial advisors get paid, and why does it matter to you? Gabe and Ryan are walking through why a fee-based investment advisory practice may be right for you. There are six reasons why SPR thinks a fee-based model is right for our clients and most people we...Ready to Get Acquainted?
We offer a complimentary initial phone consultation with an advisor where we can tell you about our services and hear about your goals to see if our services are right for you.
