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Spencer Financial Strategies

Our Mission

Our bottom-line mission is to make life enjoyable for you . . . at all stages of life!

Planning is not just about retirement.  It’s about how you want to live your life today, as well as tomorrow.   We are traveling, starting businesses, caring for parents, going back to school, volunteering for charities and helping our kids throughout all stages of life.  Being prepared financially to live life the way you want starts now.  

At Spencer Financial Strategies, planning for your future is a personal experience. We want to hear about your dreams first, so that we can understand the type of life you want to live.  Then, we create the plan that’s right for you personally - something we create together - not some template that doesn’t know who you are.  

The results?  You get to have peace and enjoy your life! People like to share their happiness with others and that’s why we treasure the pictures of our clients at the pyramids in Egypt, taking river cruises down the Thames River, taking their grandchildren to Disney and many more.  So, start dreaming, let’s start planning, and then you’re off to enjoy the life that you used to only dream about!

One of our primary goals is to develop a long-term, trusting relationship with you.

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