Grow and Protect the Future Lifestyle You Desire
At Spartan Wealth Management we help our clients reach their financial goals by focusing on the uniquely different needs of each situation and providing a level of customer service and personal attention which exceeds our clients’ expectations.
We will help you create the financial security you desire through in-depth interviews, goal determination and plan development. Spartan Wealth Management is unlike any firm you have encountered before.
We Have Moved!
Come see our new office! Our office is now located in the Offices of Greatwood in Sugar Land. After many years of leasing space in Sugar Land we are so excited to now OWN our office space!
Types of Stock Market Analysis
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
What Is My Current Cash Flow?
Assess whether you are running “in the black” or “in the red” each month.
Errors and Omissions Insurance
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
Investors who put off important investment decisions may face potential consequence to their future financial security.
Term insurance is the simplest form of life insurance. Here's how it works.
Estate tax laws have changed a few times in recent years. Do you know the new rules?
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Even if you’re young and single, you should still consider protecting yourself.
A collection of tips from professional travelers.
Assess how many days you'll work to pay your federal tax liability.
This calculator can help you estimate how much you should be saving for college.
Help determine the required minimum distribution from an IRA or another qualified retirement plan.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This questionnaire will help determine your tolerance for investment risk.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
Imagine your ideal post-pandemic retirement with this animated video.
What is your plan for health care during retirement?
There are hundreds of ETFs available. Should you invest in them?
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
The decision whether to buy or rent a home may have long-term implications.
When markets shift, experienced investors stick to their strategy.