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At Spruce Financial, we offer comprehensive planning strategies designed to help prepare you to enjoy retirement without the worry of running out of money. Using methods that have been refined over many years and investment cycles, we help you gain the financial freedom that comes from careful, well-planned preparation. Whether you are approaching retirement or you’re just getting started in your career, we offer planning strategies that adapt to your needs throughout your lifetime. We are committed to helping you make the most of the resources you’ve worked so hard to accumulate.

We have a wealth of resources available to serve you, regardless of where you are starting. Call us today to learn more about creating a future of financial independence.

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Common Stock
Educational IRA
Traditional IRA
Roth IRA
Simple IRA
Brokerage Accounts

Financial Planning

Retirement Distribution Plans
Social Security Planning
Fixed Income Planning
Legacy Planning
Asset Accumulation Strategies
College Planning
Estate Planning


Life Insurance

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. | (720) 289-1736