Estate Planning

Proper estate planning is an important part of our financial planning process to ensure your wishes are met in the most efficient manner possible.

Spurr Financial will:

  • facilitate discussion of your desires and wishes

  • review your current documents

  • coordinate and attend meetings between you and your attorney to facilitate communication and ensure accuracy

  • help properly implement your plan

  • monitor your situation to ensure your plan is maintained and updated where appropriate

Investment Advisory Services are offered through Spurr Financial Planning, Inc., an investment adviser licensed by the Colorado Securities Commissioner. 
Spurr Financial Planning, Inc., Highlands Ranch, Colorado · Phone 720-344-4176 · 
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