Spencer W.'s Linkedin Analytics

If you’re looking for a cookie-cutter plan, I’m not your guy. Otherwise, keep reading. In 2022, I left the insurance industry because I saw a problem. People wanted to work with a planner. But they ended up being sold a one-size-fits-all product. I had to leave to start something new. And now? I'm a comprehensive financial planner who helps professionals develop a robust financial gameplan and give a purpose to their paycheck. I left the large financial institutions to start my own independent practice with Radian Partners, LLC. I did it so people could pay for real planning and not just an agenda to sell a hidden product. As a true fiduciary, my practice was built on that promise by focusing on you and you only. 🔵 Why people hire me? Well, people have come to me with the following problems: -They want peace of mind with their money -Their old advisor barely communicates with them -They want an answer tailored to them, not from Google -They felt pressured to buy a product that wasn't a right fit -They are great at making money but struggle to keep it -They want a simple plan that's easy to understand -They want someone to hold them accountable -They want someone they can trust 🔵 What are my services? I help identify your goals, craft a financial blueprint that lays out action items to hit them, and monitor your progress. 💵 Cash Flow Management 📈 Equity Compensation 🏡 Real Estate Planning 📊 Investment Planning 📍 Retirement Planning 🛡 Insurance Planning 📚 Education Planning 💲 Tax Management 💳 Debt Repayment 📃 Estate Planning 🔵 Who do I serve? Age: Individuals and families between 25-55 years old Target: Ambitious professionals, & professionals nearing retirement Location: Virtually anywhere in the U.S. But I love working with people that are driven to make a change. So even if you don’t fit these criteria, feel free to reach out. 🔵 Why I'm different? 1) My model is primarily a monthly subscription service. No time trap. 2) I do not require you to hand over your investments nor require a minimum to work with. Managing your assets is optional and I'll still assist you if you do it yourself. My focus is ongoing financial planning. 3) I focus on how to increase your cash flow, not just your assets. I work with you to ensure your systems are set and consistently educate you on how your finances work. I get paid to truly keep you accountable over time. Stop delaying action. Shoot me a message to schedule a complimentary intro.