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This information will be kept confidential and will be used for quote purposes only. We appreciate the opportunity to earn you business and developing a long term business relationship!
Common Estate building and Estate conservation needs.
Provide for income needs of surviving dependent family members.
Pay federal and state death taxes and other settlement cost.
Pay debts.
Provide for children\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\'s education.
Shift wealth from one generation to another in the most cost effective manner.
Meet special financial demands of physically or mental handicapped or learning-disabled children.
Benefit a charity or foundation.
Relieve survivors of financial management burdens by providing an inexhaustible lifetime annuity.
Brian L. Spahr, CFP
SPAHR FINANCIAL GROUP, LLC
18682 Beach Blvd., Suite 235
Huntington Beach, CA 92648
(714) 963-5000
(714) 963-5079 fax
W: spahrfinancial.com
E: bspahr@spahrfinancial.com
CLIENT INFORMATION
Serious solutions. Advisor objectivity. Unbiased expertise.
Year after year, SPAHR FINANCIAL GROUP LLC helps clients build successful financial foundations by providing investment advisory and portfolio management services.