For over ten years, Spencer has worked with families to create the vision they seek for their financial future and then aid in working toward their long-term financial success. He uses an established process designed to help families achieve their goals.
Custom-Tailored Investing: Spencer takes the time necessary to understand their individual needs before offering a tailored solution specifically designed around helping them achieve their goals.
Meaningful Communication: Any sound financial plan needs accountability and meaningful communication to achieve success. Clients receive timely and regular contact to track the progress of their plan.
Goal Planning & Monitoring: Goals drive the plan and the plan dictates the portfolio. Spencer works hard to set proper and realistic expectations for clients for both goal and performance outcomes.
Transparency: Costs are transparent and presented for evaluation on an annual basis.
Spencer attended Mississippi College and earned a degree in Business Administration.
Personal and Household Finance Advising
Retirement Income Distribution Planning
Insured Income Strategies
Tax-Free Income Strategies
Catastrophic Loss Planning
Goal Planning & Monitoring
Integrated Risk Tolerance
Asset Allocation Direction
Customized Investment Implementation
Plan Success Probability & Optimization
Investment Portfolio Evaluations
Contribution & Withdrawal Tracking
Risk vs. Reward Charting
Fee & Cost Disclosures
Written Meeting Summaries
External Account Aggregation
Personal Financial Organizer
Digital Organizer / Online Vault
Mobile Device Applications