📊 Financial Planning

Financial Planning Beta Group ...coming soon!

Given the research we've compiled over this last decade on...
  • Ideal investment strategies... 
  • Optimized use of the infinite banking concept... 
  • Investment real estate, and...
  • How each of those couples with other advanced planning considerations (tax, estate, business, etc)... 
We've received a lot of requests from individuals for help with their holistic financial plans. This is something we would love to do. But, in order to do it right—to provide every client's case with the attention required to ensure their long-term financial success—this service would be relatively expensive.

We don't have all the details worked out yet. We're looking for a small group of individuals (or couples) who are serious about their long-term financial plans (and find value in our unique approach, perspective, and content) to act as a focus (beta) group.

The comprehensive initial plans will likely start around $1,000 for simpler financial situations. Those in our beta group—helping to shape what the ultimate client experience will be like—will receive a discount.

If you'd like more information or are interested in becoming a Spicer Capital financial planning client, please email me personally at Stephen@SpicerCapital.com with the subject line: "Financial Planning Inquiry."

Whether you're interested in holistic financial planning or not, I'm so glad you're here! I wish you all the best!

Stephen Spicer