Financial Planning for Successful Executives
Welcome to Spurstone Executive Wealth Solutions, a privately owned firm focused on protecting and growing the wealth of today and tomorrows executive talent. We are passionate about education, technology and intelligent design, each playing a vital role in our executive financial planning process.
Whether your goal is preparing for retirement, college savings, estate planning or compensation planning, you will benefit from our vast network of vetted and screened specialist advisors, both internal and external to the firm, working in concert for your benefit.
By acting as your financial guide, sounding board and management team, our primary goals are to secure and grow your wealth while restoring your time.
You focus on winning in all aspects of life; let us keep the financial score.Contact Us
Our independence and experience affords us the freedom to offer a wide array of services tailored to the unique needs of our executive clientele. From growing to protecting, saving and spending, we're here to serve your family for the long-term.
Tips for Finding Care for Your Special-Needs Child
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
Four Steps to Valuing an Estate
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
Ascertaining the value of your business is important for a variety of reasons.
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
Learn when it may not make sense to file a claim on your home insurance.
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator can help you estimate how much you may need to save for retirement.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate how much you have the potential to earn during your working years.
This calculator shows how inflation over the years has impacted purchasing power.
Principles that can help create a portfolio designed to pursue investment goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn more about taxes, tax-favored investing, and tax strategies.
There are a number of ways to withdraw money from a qualified retirement plan.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some key concepts to understand when investing for retirement
Investors seeking world investments can choose between global and international funds. What's the difference?
It’s never a bad time to speak with your financial advisor about changes in your situation.
Roth IRAs are tax advantaged in a different way from traditional IRAs.
Here are five facts about Social Security that might surprise you.
There’s an alarming difference between perception and reality for current and future retirees.
There are three things to consider before dipping into retirement savings to pay for college.