SPENCER FINANCIAL STRATEGIES Home
SPENCER FINANCIAL STRATEGIES Home
  • Home
  • Who We Help 
    • Retirees & Pre-Retirees
    • Next Generation
  • What We Do 
    • Comprehensive Financial Planning
    • Investment Management
  • Our Approach
  • About 
    • Our Team

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

Have A Question About This Topic?

Thank you! Oops!

Related Content

Building Your Legacy

Building Your Legacy

A four-step framework for building a personal legacy.

A Brief Guide To Condo Insurance

A Brief Guide To Condo Insurance

Important items to consider when purchasing condo insurance.

How Will Working Affect Social Security Benefits?

How Will Working Affect Social Security Benefits?

Knowing the rules may help you decide when to start benefits.

Contact

Office: 737-321-4224

Office: 317-566-2050

Mobile: 737-321-0313

501 S Austin Ave #1220

Georgetown, TX 78626

dspencer@spencerfinancialstrategies.com

Quick Links

  • Retirement
  • Investment
  • Estate
  • Insurance
  • Tax
  • Money
  • Lifestyle
  • Latest Articles
  • All Videos
  • All Calculators

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Copyright 2026 FMG Suite.

SPENCER FINANCIAL STRATEGIES (SFS), a DBA of SPENDES1, LLC, is a Registered Investment Advisor firm in the states of Indiana and Texas. Office locations are located in Indianapolis, Indiana and Georgetown, Texas.

The publication of the SFS web site on the Internet should not be construed by any consumer or prospective client as a solicitation or attempt to effect transactions in securities, or the rendering of personalized investment advice over the Internet. Furthermore, the information resulting from the use of tools or other information on this Internet site should not be construed as personalized individual advice.

A copy of SFS's written disclosure statement as set forth on Form ADV, discussing business operations, services, and fees is available upon written request. SFS does not make any representations as to the accuracy, timeliness, suitability or completeness of any information prepared by any unaffiliated third party, whether linked to or incorporated herein. All such information is provided solely for convenience purposes and all users thereof should be guided accordingly. Information presented herein is subject to change without notice. This website contains views, opinions, and forward looking statements. Due to known and unknown risks, other uncertainties and factors, actual results may differ materially. As such, there is no guarantee that any views, opinions or forward looking statements expressed herein will come to pass.

SFS is neither an attorney nor accountant and no portion of this material should be interpreted by you as legal, accounting or tax advice. We recommend that you seek the advice of a qualified attorney and accountant.

ACCESS TO THIS WEB SITE IS PROVIDED FOR INFORMATIONAL PURPOSES ONLY AND WITHOUT ANY WARRANTIES, EXPRESSED OR IMPLIED, REGARDING THE ACCURACY, COMPLETENESS, TIMELINESS, OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS WEB SITE OR ANY THIRD PARTY WEB SITE LINKED TO THIS WEB SITE.

Privacy Policy