YOUR FINANCIAL PARTNER
Together we can build a secure future. Our boutique size allows us to foster long-term relationships with clients, getting to know your specific needs and developing a personalized retirement strategy. Our recommendations are guided by your retirement goals and our experience, allowing us to navigate the ups and downs of the economy while building the future you’ve always envisioned.
Assess
We ask a variety of questions to learn about your finances, views on risk, aspirations, ambitions and objectives.
Identify
Long-term financial goals will be identified to set the foundation for your personalized retirement strategy.
Design
We produce a recommendation that includes the best and most appropriate solution for your goals.
Implement
We choose a custom investment mix to based on your personal retirement goals and risk tolerance.
Monitor
We consistently monitor the progress of your custom solution and make adjustments to achieve your goals.
Wealth Management
Delivering financial and investment advice supported by a relationship built on trust and accountability.
TAILOR-MADE RETIREMENT
Your future financial stability is directly influenced by the decisions you make today. We believe in building custom strategies for our clients, rather than relying on one-size-fits-all solutions. Your retirement goals are different than your neighbor’s, and your financial plan should reflect that.
Wealth management consists of many pieces. At Spahn Wealth and Retirement, we make our recommendations based on your financial needs and integrate each piece seamlessly to work for you. Our relationships are based on trust and accountability, so you know your financial future is in capable hands.
DEVELOP STRATEGIES
We learn about your retirement goals and craft a financial plan specific to your time horizon and risk tolerance.
RESPOND TO MARKET DYNAMICS
We build and monitor a customized mix of investments and make strategic adjustments based on your needs.
ACHIEVE YOUR FINANCIAL GOALS
We focus on the preservation and accumulation of your wealth. Together we can realize your goals.
SECURE YOUR FUTURE
As a Registered Investment Advisor (RIA*) we operate Independently of a bank, brokerage, or insurance company. Our autonomy allows us to offer a transparent fee structure, uninfluenced by commissions for product sales. That means our process is focused on your goals, not commissions. At Spahn Wealth and Retirement we are accountable to you and will always act in your best interest.
MEET YOUR ADVISOR
Kyle Spahn has grown a 20-year career as a financial planner on a foundation of relationships and trust. Along with a degree from Arizona State University, Kyle has earned one of the most comprehensive, respected designations available in the industry – Certified Financial Planner (CFP®). At Spahn Wealth and Retirement, Kyle seeks to develop long-term relationships with clients to help them achieve their financial goals.
When he’s not crafting risk-managed investment strategies, Kyle enjoys spending time with his family, traveling, and golfing.
CONTACT US
4310 North 75th Street
Scottsdale, AZ 85251
602.730.6114