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.
Protecting Your Business from the Loss of a Key Person
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
The Pre-Retirement Checklist
This checklist can give you a quick snapshot of how prepared you are.
A Living Trust Primer
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
The latest trends in travel reflect a rich menu of exciting new possibilities.
Bonds may outperform stocks one year only to have stocks rebound the next.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Protect yourself against the damage that your homeowners policy doesn’t cover.
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
This questionnaire will help determine your tolerance for investment risk.
Assess whether you are running “in the black” or “in the red” each month.
Assess how many days you'll work to pay your federal tax liability.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator can help you estimate how much you may need to save for retirement.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
Around the country, attitudes about retirement are shifting.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
If you died, what would happen to your email archives, social profiles and online accounts?
What are your options for investing in emerging markets?
Make your retirement as exciting as your next vacation.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.