Are these questions on your mind?
- When can I comfortably retire?
- How should I create income from my investments?
- Am I taking unnecessary financial or tax risks?
- How can I prepare my family and estate for the future?
You do not have to coordinate every decision alone.
Retirees and Pre-Retirees
We primarily work with individuals and families approaching or living in retirement, often with $500,000 or more in investable assets.
Families and the Next Generation
We help coach and plan with families and next generation members, in a fidicuiary relationship, as they plan for the future.
Why SFS
- Personal, ongoing relationships
- Retirement-focused guidance
- Comprehensive coordination
- Independent fiduciary advice
- Experience serving families across generations
- Custody of managed assets through Charles Schwab, where applicable
Debbie Spencer, CRPC©
President, Investment Advisor
dspencer@spencerfinancialstrategies.com
Debbie has worked with individuals and businesses in multiple states for more than 25 years and is fully licensed to offer investments, annuities, life insurance and long-term care insurance. She holds the Chartered Retirement Planning...
Dylan S. Taylor
Chief Operating Officer, Investment Advisor
dtaylor@spencerfinancialstrategies.com
Dylan Taylor is a born and bred Texan whose work experience spans across sales, corporate training, and learning and development at organizations like TikTok, the Houston Rockets, and The Walt Disney Company. He graduated from the...