Americans spend vast amounts of time and money maintaining property and health. We know that proper maintenance improves the longevity and quality of our homes, our cars—and even our bodies. Similarly, our financial health also improves with regular maintenance. Despite the benefits of maintaining financial health, many people neglect this important aspect of their lives, causing them unnecessary stress and fear.
At Spruce Financial, we believe that taking time to identify goals in life and establishing plans to make them happen can help dramatically improve financial—and overall—well being. Our periodic monitoring of your progress helps ensure that your plan is working efficiently for you. Your long-term financial health can flourish with consistent care.
Our work empowers clients. We know that the time and energy spent to create and maintain a financial plan can bring financial freedom that lasts throughout a lifetime.
When Do You Need a Will?
Does Your Portfolio Fit Your Retirement Lifestyle?