When it comes to financial planning, there is no “one-size-fits-all”.
That’s why, at Spicer Financial, we take a personalized approach.
Whether your goal is to prepare for retirement, save for your children’s education, or to leave behind a legacy, we’ll work with you to create the best strategy for your needs - giving you, and your wallet, peace of mind.
How We Can Help
Life Insurance
Tailored to you, no matter what stage of life you’re in. From term policies to lifelong coverage, we’ll help you find the right fit to give you and your family lasting protection.
Retirement Planning
Whether your career is just starting, or you’re closing in on retirement, we’ll help you create a plan that not only grows with you, but supports the life you want to live.
Estate & Legacy Planning
Plan for the inevitable with the ease and comfort of working with people you know and trust. We’ll guide you through protecting your assets, minimizing taxes, and leaving meaningful gifts behind for the people and causes you care about.
Debt Protection
Protect your credit and your loved ones! We’ll help you build a financial safety net that covers major debt, like car loans or personal loans.
Mortgage Protection
Make sure your family can stay in the home they love! We’ll help you plan for your mortgage to be covered, no matter what happens.
Income Protection
Your income fuels your family’s future. We’ll help you build a strategy to replace lost income and cover everyday expenses, should something happen - keeping your loved ones secure.
College Funding Strategies
Give your child the gift of education, without the burden of debt. We’ll help you explore smart ways to save and plan ahead for tuition costs.