We are financial advisors that believe taking control of your life should be easy.

What's important to you?

family umbrella life insurance

Protecting and taking care of important people in my life

Life Insurance

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retirement planning calculator

I need help saving for my retirement

IRA and Retirement Planning

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CORPORATE 401K meeting

My business needs a 401(k) plan for my employees

Corporate 401k Plan Design

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529 college savings represented by graduation cap and diploma

Help a child or grandchild with college tuition

529 Savings Plan

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healthcare benefit consulting

My company health benefits are very expensive

Health Care Benefit Consulting

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Do I need a living trust?

Estate Planning

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disability insurance

Protecting your income with insurance

Disability Insurance

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investment advisory graph

I want to invest in individual stocks

Investment Advisory

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asset allocation graph

Evaluating investment risk in your brokerage account

Asset Allocation

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I want to work with Spartan Wealth Management





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