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.
4 Steps to Protecting a Child with Disabilities
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
What to Look for in a Long-Term Care Policy
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
Creative Ways to Motivate Your Employees
Five creative (and inexpensive) ideas for motivating your employees.
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
Learn about clauses in the SECURE Act that affect 401Ks, students, and families.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
If you find it hard to attain personal life goals, there’s an app for that!
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Building wealth requires protection from the forces of wealth destruction.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Assess whether you are running “in the black” or “in the red” each month.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
What are your options for investing in emerging markets?
A bucket plan can help you be better prepared for a comfortable retirement.
Around the country, attitudes about retirement are shifting.
Investors seeking world investments can choose between global and international funds. What's the difference?
There’s an alarming difference between perception and reality for current and future retirees.
You’ve made investments your whole life. Work with us to help make the most of them.