(740) 397-0731
Frequently Asked Questions
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Spearman Financial Services LLC|710 S Main St, B, Mount Vernon, OH 43050|(740) 397-0731

Frequently Asked Questions

How do I get started working with you guys?

You can fill out your information on our website or call us at (740) 397-0731.

What do I need to bring to the first meeting?

Nothing is ever required, but any statements or documents you have are always helpful.

What does it cost to work with you?

It depends on the capacity, but we offer free consultations to see if we can be a fit.

Are virtual meetings available?

Yes, we utilize Zoom or Microsoft Teams to give you flexibility.

When is a good time to start working with a financial advisor?

In our opinion, there is no better time than the present. We assist people at all stages of life.

Can you set up or review my business's retirement plan?

Yes. We have the capability of doing that.

What value does a financial advisor add?

  • Time: Not because you aren't capable of handling them but because you simply want to spend your time doing things you enjoy.
  • Impact: You don't have to make crucial decisions alone
  • Complexity: You reach a situation where you don't know what you don't, and strategies could be implemented to make the most of your situation.

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