Areas of Expertise

Here are my areas of expertise, which I will use to provide you with customized recommendations that will help you plan for your financial future.

  • Fee-Based Financial Planning
    As a fee-based advisor, I am compensated for the time and expertise put into designing and creating your personal financial plan. Under this fee structure, I have a responsibility to ensure your inter
  • Retirement Income Planning
    Becoming a retiree doesn't mean retirement planning ends. Spending your retirement assets can actually be more complex than building them. The investment and savings strategies you used to accumulate
  • Wealth Management
    You've earned your success and continue to excel in your personal and professional lives. Maintaining wealth becomes an issue as time constraints in daily life make it difficult to identify and develo

Robert B Spencer, CFA®, CFP®, RICP®

Wealth Management Advisor

 

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