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

Who We Assist

Our Clients

Formation Age (23 or younger)

This is the stage of creating a solid foundation to live your life. It includes staying out of high-interest debt as much as possible and eliminating any high-interest debt you already have. It also includes saving for your first house, getting on track for retirement, and furthering your financial literacy. We would love to help.  

Accumulation Age (23-50)

The second stage is the accumulation stage when you become affluent. You have goals you want to reach, such as becoming homeowners, putting your kids through college, and setting yourself up for a fantastic retirement. We help you accumulate assets as well! 

Contemplation Age (50-72)

You have now become an efficient saver. Your nest egg has accumulated to something special. It is time to create a retirement strategy to make it last. We can help you! 

Legacy (72+)

Your success has been created. Now you plan to pass it on. You want to maintain a worry-free retirement, but you plan to make a difference in the lives of loved ones. We can assist you!

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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.