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Planning Made Personal

Investments - Insurance - Retirement

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Wealth Management Services

Through our diligent approach to financial strategy, a comprehensive understanding of the markets, in-depth understanding of insurance strategies, and a focus on planning, Spencer Financial provides a full array of financial advice and solutions for our clients:

Our Wealth Management Services Include:

Retirement Planning

  • Financial Modeling
  • Needs Analysis
  • Investments
  • IRAs
  • 401(k) Plans
  • 403(b) Plans
  • Rollovers

Investment Management

  • Secure Personal Website
  • Fee Based Investment Management
  • Stocks
  • Bonds
  • Mutual Funds
  • Exchange Traded Funds
  • Alternative Investments
  • Annuities

Protection

  • Permanent Life Insurance
  • Term Life Insurance
  • Long Term Care Insurance
  • Disability Insurance

Business Planning

  • Corporate-Owned Life Insurance
  • Succession Plans
  • Buy / Sell Arrangement Funding
  • Key Person Insurance
  • Qualified Plan Design & Installation
  • Executive Compensation Plans

Estate Planning

  • Insurance Trusts
  • Survivorship Life Insurance
  • Charitable Giving Strategies

College Funding

  • 529 Plans

Services

  • Wealth Management Services
  • Our Strategic Partners
  • Wealth Management Organizer
Find out more about us

Contact Us

Don't hesitate to get in touch with us.
We would love the opportunity to become your trusted advisor.

Phone: 978-443-6500
Fax: 978-443-6550
Toll Free: 888-443-1776

327A Boston Post Road, Sudbury, Massachusetts 01776

     

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Royal Alliance Form CRS

Securities and advisory services offered through Royal Alliance Associates, Inc. (RAA), member FINRA/ SIPC. RAA is separately owned and other entities and/or marketing names, products, or services referenced here are independent of RAA.

This communication is strictly intended for individuals residing in the states of AZ, CA, CO, CT, DC, FL, IL, KY, LA, MA, MD, ME, MI, MN, NC, NH, NJ, NV, NY, OK, OR, PA, RI, SC, TN, TX, VA, VT, WI. No offers may be made or accepted from any resident outside the specific state(s) referenced.

Qualifying membership in the MDRT is based on minimum commission and gross business generated within a year and is not based upon performance or returns experienced by any client, or opinions of the advisor's clients or former clients.

Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation.

PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites.

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