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.
Options When Your CD Matures
Knowing your options when a CD matures can help you make a sound investment decision.
Put It in a Letter
A letter of instruction provides additional and more personal information regarding your estate.
Protecting Your Home Against Flood Loss
Protect yourself against the damage that your homeowners policy doesn’t cover.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
This calculator compares the financial impact of leasing versus buying an automobile.
Determine your potential long-term care needs and how long your current assets might last.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate the total cost in today's dollars of various mortgage alternatives.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some key concepts to understand when investing for retirement
There are a number of ways to withdraw money from a qualified retirement plan.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
The question used to be, “How low can interest rates go?” Now it's, “How long can rates remain at their historic low levels?”
Pundits say a lot of things about the markets. Let's see if you can keep up.
Recent changes in estate tax laws could affect the strategy you have in place.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Making the most of surprises is a great reason to work with us.