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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.

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Our Services

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.

Helpful Content

Options When Your CD Matures

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

Put It in a Letter

A letter of instruction provides additional and more personal information regarding your estate.

Protecting Your Home Against Flood Loss

Protecting Your Home Against Flood Loss

Protect yourself against the damage that your homeowners policy doesn’t cover.

 

Traditional vs. Roth IRA

One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.

A Bucket Plan to Go with Your Bucket List

Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.

Does Your Child Need to File an Income Tax Return?

When your child has income, there’s a good chance that he or she will need to report it and pay taxes.

Value vs. Growth Investing

Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.

Is a SEP-IRA Right for Your Business?

For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.

Should You Borrow from Your 401(k)?

Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?

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Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

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Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

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Interest Rates: How Low Can They Go?

The question used to be, “How low can interest rates go?” Now it's, “How long can rates remain at their historic low levels?”

16 Wall Street Cliches in 60 Seconds

Pundits say a lot of things about the markets. Let's see if you can keep up.

Do You Feel Lucky?

Recent changes in estate tax laws could affect the strategy you have in place.

Your DNA Test

If your family relies on your income, it’s critical to know what their needs would be in the event of your death.

Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

Surprises

Making the most of surprises is a great reason to work with us.

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