Chad has been in finance for over 17 years and has a passion for helping people with their finances. In addition to being a CPA he is pursuing his CFP® designation.
Spartan Wealth Solutions offers a variety of Fee-Only financial solutions to clients that will be customized to serve the client’s needs.
Comprehensive Financial Planning
We will work with clients to identify their goals and objectives. Based on the identified goals and objectives we will create a Comprehensive Financial Planning may include the following areas: Financial Planning, Budgeting, Debt Reduction, Employee Benefit Analysis, Risk Management/Insurance Planning, Education Planning, Investment Planning, Portfolio Management, Tax Planning, Retirement Planning, and Estate Planning. This will also include implementation, monitoring, and reporting.
Hourly Financial Planning
If you are not looking for a Comprehensive Financial Plan, then we will work with you to customize the services that you are looking for. We will provide you a fixed quote for the services that you are looking for – you won’t pay more if it takes us longer than projected.
Not Ready for financial planning? Maybe financial coaching is right for you. We will work with you to educate you about the financial topics that are most pertinent to your situation and help you apply the concepts to your situation.
Tax Planning and Preparation
Looking to minimize taxes in the future? We can help you develop a plan to manage your taxes for the long term. We can prepare and eFile your federal and state tax returns.