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NO ONE STRATEGY FITS EVERYONE. Whether you have significant assets to manage or if you are just starting to accumulate wealth we have the tools and background to provide the services that help match your needs. We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients. Our mission is to get to know and understand your needs, wants, and long-term goals. We can help you create an approach that is designed to address your individual situation.

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NO ONE STRATEGY FITS EVERYONE. Whether you have significant assets to manage or if you are just starting to accumulate wealth we have the tools and background to provide the services that help match your needs. We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients. Our mission is to get to know and understand your needs, wants, and long-term goals. We can help you create an approach that is designed to address your individual situation.

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Home | Spartan Wealth Management, LLC | spartanwm.com Reviews

https://spartanwm.com

NO ONE STRATEGY FITS EVERYONE. Whether you have significant assets to manage or if you are just starting to accumulate wealth we have the tools and background to provide the services that help match your needs. We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients. Our mission is to get to know and understand your needs, wants, and long-term goals. We can help you create an approach that is designed to address your individual situation.

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spartanwm.com

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Money | Spartan Wealth Management, LLC

http://www.spartanwm.com/resource-center/money

One of the keys to a sound financial strategy is spending less than you take in, and then finding a way to put your excess to work. A money management approach involves creating budgets to understand and make decisions about where your money is going. It also involves knowing where you may be able to put your excess cash to work. Keeping Up with the Joneses. Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff? Your Cash Flow Statement.

2

Lifestyle | Spartan Wealth Management, LLC

http://www.spartanwm.com/resource-center/lifestyle

Creating a life map involves a close review of personal finances and an assessment of other building blocks. Lifestyle matters look at how to balance work and leisure, how to make smart choices for the future, and many other items in an effort to help an individual “enjoy the journey.”. What to Do When You Lose Your Wallet. Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe. Using smart management to get more of what you want and free up assets to invest. This calculator com...

3

Tax | Spartan Wealth Management, LLC

http://www.spartanwm.com/resource-center/tax

Understanding tax strategies and managing your tax bill should be part of any sound financial approach. Some taxes can be deferred, and others can be managed through tax-efficient investing. With careful and consistent preparation, you may be able to manage the impact of taxes on your financial efforts. Will You Pay the AMT? Despite recent tax-law changes, many Americans are expected to pay the AMT this year. Learn more about taxes, tax-favored investing, and tax strategies. The Facts About Income Tax.

4

Mission

http://www.spartanwm.com/p/mission

At Spartan Wealth Management LLC, we have the client—and only the client—in mind. Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation. We understand the challenges families face today. Check the background of your financial professional on FINRA's BrokerCheck. We are licensed to sell Insurance Products in the following states: AL, AZ, CO, TX & DE.

5

Is a SEP-IRA Right for Your Business? | Spartan Wealth Management, LLC

http://www.spartanwm.com/resource-center/retirement/is-a-sep-ira-right-for-your-business

Is a SEP-IRA Right for Your Business? If you're like many small business owners, running your own business is an all-consuming endeavor. In the face of everyday demands, choosing a retirement plan for your business can become a casualty. The idea of establishing a plan could evoke worries about complicated reporting and administration. If this sounds familiar, then you may want to consider whether a Simplified Employee Pension (SEP) may be right for you. There are no plan filings with the IRS, making adm...

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spartanwm.com

Home | Spartan Wealth Management, LLC

NO ONE STRATEGY FITS EVERYONE. Whether you have significant assets to manage or if you are just starting to accumulate wealth we have the tools and background to provide the services that help match your needs. We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients. Our mission is to get to know and understand your needs, wants, and long-term goals. We can help you create an approach that is designed to address your individual situation.

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