Comprehensive Planning

Truly comprehensive planning provides the means to unify all aspects of your financial life. While providing an overview of the big picture, we will develop holistic strategies that allow you to make stronger financial decisions.

Though one-size-fits-all strategies may be the common approach, we specialize in tailoring plans to fit your current situation while providing a foundation for future growth. Customization is at the heart of our goals-based approach. From asset accumulation strategies to asset distribution, tax and estate planning, and insurance solutions, we will strive to help promote your total financial independence.

Retirement Planning

“The harder you work, the harder it is to surrender.” – Vince Lombardi

The concept of retirement is more than a number or a date on a calendar. That vision for the future can be starkly different from one family to the next. For some, it may mean traveling the globe and seeking out the world’s many wonders. For others, it may be enjoying the treasures of time at home with friends and family. Whatever future you may hope to achieve, we are focused on helping you reach the retirement you always imagined.

At Spurstone, retirement presents the apex of financial freedom, allowing you to commit your most valuable time to family, adventures, and passion projects that may not have been possible during your working career.

When you partner with our team, executive retirement planning becomes a personalized process by which we craft the financial future you desire. Together, we define the vision of your retirement, assess and fine-tune your goals, and implement strategies to secure your objectives.

At Spurstone, you and your family will benefit from a holistic approach executed by specialists who thrive in the following areas: retirement income strategies, inflationary risk, deferred compensation planning, equity compensation strategies, tax mitigation, and more.

Our team will integrate each of these strategies to promote and restore your most valued commodity: time.

Estate Planning

“Let our advance worrying become advance thinking and planning.” – Winston Churchill

Truly comprehensive planning exceeds retirement and the acquisition of wealth. For modern executives, the ability to plan, design, and execute is essential to the success of long-term, multi-generational, family plans.

The benefits of advanced planning are difficult to deny. By capitalizing on the complexities of our tax and legal system, legacies and families can be shielded from potentially frivolous lawsuits, excess tax, and a multitude of other risks.

Estate planning for executives can incorporate many goals, including tax mitigation and wealth management, enhanced privacy, and the continued protection of your assets. At Spurstone, we dedicate our expertise to safeguarding your wealth and ensuring the preservation of your legacy for generations to come.