Spark Wealth Advisors: Personalized Financial Planning

Hey there.

I'm, Jake Skelhorn, co founder and financial planner here at Spark Wealth Advisors.

If you made it this far, you're probably wondering what makes Spark different or what happens after you schedule a call.

Let me walk you through it.

At Spark, we're independent, fee only and a fiduciary.

Being an independent firm means we don't work for a big bank or brokerage where advisors are often incentivized to recommend solutions that make them or their firm more money.

BE only means we don't earn commissions or kickbacks relating to selling products.

The only way we get paid is directly by our clients for the investment advice and planning that we provide.

And as a fiduciary, we're legally and ethically required to act in your best interest at all times.

So our loyalty is and always will be to you.

We believe your financial plan should be built around your life, not a list of investment products.

And that's exactly what we deliver.

Our planning covers five key areas that touch every part of your financial life, starting with retirement.

We'll help you figure out how much you'll need to retire and how to spend confidently once you're there.

We also do tax planning and tax preparation.

We'll use forward looking tax strategies to minimize your lifetime tax bill, not just last year's.

Our, co founder Christopher is a licensed tax preparer who can file your taxes in house as well.

And then there's investments.

We build and manage personalized portfolios that are designed for tax efficiency and diversification, giving you the best chance at reaching your goals.

And finally, estate planning and insurance.

We'll partner with trusted providers to make sure your will, powers of attorney and estate plan are in place.

And make sure you're properly protected without ever selling you an insurance policy.

It's a complete integrated plan, not just an investment account.

When you schedule a meeting below here, here's exactly what to expect.

Meeting one is an intro call, a short conversation to get to know each other and make sure our expertise is a match for your needs.

After all, you wouldn't go see a cardiologist for a sprained ankle.

We'll answer any questions you have about working together, including details about our fee.

Meeting two is discovery, A deep dive into your goals, your current situation, and, what matters most to you.

And meeting three is your planned presentation where we show you exactly what we found, where you're on track and where opportunities exist to improve, especially around taxes, investments and your income strategy.

You'll get to see what working with us would look like before paying us a dollar.

There's zero obligation throughout this process and the goal is to simply help you make an informed decision with real insight, not a sales pitch.

Once you become a client, you'll have ongoing support year round, from tax projections and portfolio management to semi annual review meetings, that keep your plan fresh and adaptive.

We're proactive, accessible and intentional in all that we do.

And you'll never feel like one of the hundreds of clients at a big firm.

So if you're ready to get clarity, confidence and control over your financial future, schedule your free assessment below.

We look forward to meeting you and we'll talk to you soon.