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

Services to Help on Your Road to Financial Success

Looking to secure your financial future and make your money easier to manage? Spearman Financial Services LLC’s suite of expert financial services in Mount Vernon, OH, offers you the keys to financial success. From comprehensive financial planning to strategic investment assistance, we've got your financial goals covered.

Financial Planning and Advising

When it comes to building a robust financial foundation, our financial planning services help to provide the roadmap to your dreams. We work closely with you to craft personalized financial plans that align with your aspirations. Whether you are planning for retirement, managing debt, or seeking insurance solutions, we’re here to provide you with advice. Let us help you navigate the complexities of financial management to help you get on the right path to prosperity. 

Investment Assistance

Unlock the full potential of your investments with our expert assistance. Our team of seasoned professionals offers strategic insights and advice tailored to your unique investment goals. 

Business Planning

For businesses, success hinges on effective financial planning and strategizing. Our business planning services help you chart a course toward growth and profitability. Whether you're launching a new venture or seeking to optimize your existing business, we're here to ensure your financial strategies align with your objectives.

Estate Planning

Let us assist you in preserving your legacy and safeguarding your assets. We understand the importance of ensuring your loved ones are cared for and your wishes are honored. As part of your estate planning team, we can guide you on the right path for your legacy goals. 

Company Retirement Plans

Creating a retirement plan can be a critical choice for the financial health of your business. Our advisors will help you choose your retirement plan type, educate your employees, form a team of trusted points of contact, consult you on different levels of fiduciary support, advise on pricing models, and more. We take pride in helping business owners and employees maximize their available benefits. Whether you are establishing a new plan, looking to change your plan, or purely searching for a second opinion on your plan, we have the tools to help guide you on your path to success.

We proudly offer assistance with 401(k) plans, SIMPLE IRAs, SEP IRAs, Cash Balance Plans, and more!

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Copyright © 2024 Spearman Financial Services LLC, All rights reserved.
Securities offered through Valmark Securities, Inc. member FINRA, SIPC. Investment Advisory Services offered through Valmark Advisers, Inc., an SEC Registered Investment Advisor. 130 Springside Drive, Suite 300, Akron, Ohio 44333-2431. 1-800-765-5201. Spearman Financial Services LLC is a separate entity from Valmark Securities, Inc. and Valmark Advisers, Inc.