511 Shepherd Street
We create strategies that are tailored to your needs and goals.
Years of experience have prepared us to guide you through life's transitions.
Trust. Honesty. Integrity. We believe values matter, and we live by ours.
Personalized Financial Services
Let's build a specialized plan for you.
At Spark Financial, our associates are known for their honesty, creativity, and expertise. Our unconventional approach helps families and business owners discover successful strategies they may have never heard before.
Our goal is to help you find money you are transferring away unknowingly and unnecessarily. Mortgages, taxes, qualified plans over the match, college planning, and expenses like car payments and credit cards -- most people will spend more money in these areas than they will ever accumulate in their lifelong savings and investment accounts.
We believe we can have a bigger impact on your financial future by helping you avoid the losses rather than helping you pick the winning investments. It makes little sense to have a million dollars only to discover you have lost a million along the way.
We'll work with you to explore your options and determine which ones fit your individual strategy. Our entire team works together with you, hand in hand, always acting in your best interest, with all your goals and dreams firmly in mind.
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and provide you with the highest level of service.