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Our Services

When was the last time you had a truly exceptional day? At The Speakman Financial Group, we dedicate our resources to helping our clients live their best lives. We help you set financial, relationship, and personal goals and assist you in working toward the lifestyle that you’ve always dreamt of.

As a client, you’ll enjoy the following specialized services:

  • Investment Management Services
  • Retirement Income & Distribution Planning
  • Tax Advantaged Strategies
  • Insurance Needs Analysis
  • Family Wealth Planning
  • Educational Events & Communication
  • Personalized Attention

Wealth Planning & Investment Services

  • Development of a personalized portfolio and continual monitoring of your investments
  • Frequent meetings to review and evaluate your investment performance, update your financial objectives and if necessary, reallocate your portfolio
  • Recommendations regarding allocations within your employer-provided retirement plans
  • Aggregation of all your accounts to simplify and reduce paperwork

Retirement Income & Distribution Planning

  • Analysis of your income needs now and, in the future, to help you maintain a comfortable standard of living
  • Recommendations regarding the most appropriate distribution strategy for your employer retirement plans and IRAs
  • Analysis of potential estate tax liabilities
  • Analysis of the beneficiary structure of your retirement plans
  • Review the opportunity to convert to a Roth IRA

Tax Advantaged Planning

  • Utilizing tax advantaged investments and qualified tax-deferred accounts
  • Comprehensive review of your tax return focused on reducing your tax liabilities

Insurance Needs Analysis

  • Analysis of your existing insurance coverages
  • Recommendations regarding the most appropriate levels of insurance for you and your family
  • Competitive rates offered by utilizing a broad spectrum of insurance carriers

Family Wealth Planning

  • Analysis of your current estate plan and potential tax liabilities
  • Assistance transferring assets to your Living Trust or other trusts
  • Review of beneficiary designations and asset titling
  • Facilitation of a legacy session to educate the next generation
  • Complimentary consultation with your attorney
  • Guidance and advice in the event of the death of a loved one

Educational Events & Communication

  • Special reports on how to help reduce your taxes and other important topics
  • Newsletters to keep you apprised of the most current planning options
  • Fun and informative events including educational symposiums, client appreciation events and client advocate dinners

Personalized Attention

  • Frequent reviews
  • One-on-one planning for your life events
  • Independent advice
  • Secure online access to your accounts and online planning tools

Contact us today to schedule a complimentary financial consultation with one of our financial advisors.

The Speakman Financial Group and LPL Financial do not provide tax or legal advice. Please consult your tax or legal advisor regarding your specific situation.