Our mission is to improve the quality of our clients’ life by providing sound, genuine, trustworthy financial advice delivered with integrity.
Spurr Financial Planning is an independent wealth advisory firm providing comprehensive financial planning and sophisticated asset management services. As your partner, Spurr Financial is dedicated to providing exceptional service and objective guidance in every aspect of your financial life. We specialize in working with individuals, business owners and personal trusts.
We believe each client is unique and deserves a plan specific to their situation, goals and objectives.
We believe planning is an ongoing process, not a one time event, and will continuously review and revise your plan based on changing needs, desires, tax, market and regulatory environments.
We focus on managing risk and will not take on more risk than is necessary to meet your objectives.
We focus on maximizing your income and after tax investment returns.
As a fee only advisor, Spurr Financial and does not sell products or collect commissions. This eliminates conflicts of interest and gives us complete freedom to select and implement the most appropriate strategies to meet your goals and objectives.
SFP physically operates from Salida, Colorado.
However, nothing prevents us from working with clients located in any state and we currently work with many clients located around the country. In addition to phone, email, and Skype/Facetime, we’re happy to occasionally hop on a plane to see people too. “It’s a small world” has never been more true.