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 · 
Copyright © 2017 · Spurr Financial Planning · Privacy Policy · Terms of Use ·