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.
The New Wild West: Bitcoin
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.
Split Annuity Strategy
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
Ever wonder what the real value of a financial advisor is? It’s not just added portfolio returns.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Marriage changes everything, including your insurance needs.
Don't let procrastination keep you from pursuing your financial dreams and goals.
At what point can you call a personal vehicle commercial?
This calculator can help you estimate how much you may need to save for retirement.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate how much you have the potential to earn during your working years.
This questionnaire will help determine your tolerance for investment risk.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Assess how many days you'll work to pay your federal tax liability.
Learn more about taxes, tax-favored investing, and tax strategies.
How federal estate taxes work, plus estate management documents and tactics.
There are a number of ways to withdraw money from a qualified retirement plan.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
Understanding the cycle of investing may help you avoid easy pitfalls.
The question used to be, “How low can interest rates go?” Now it's, “How long can rates remain at their historic low levels?”
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Here is a quick history of the Federal Reserve and an overview of what it does.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
There are three things to consider before dipping into retirement savings to pay for college.