(860) 264-1111 info@spurstone.com Client Portal Our Story Our Services Our 10Ex Audit Our Blogs/Videos Our Events Connect With Us Comprehensive Planning Truly comprehensive planning provides the means to unify all aspects of your financial life. While providing an overview of the big picture, we will develop holistic strategies that allow you to make stronger financial decisions. Though one-size-fits-all strategies may be the common approach, we specialize in tailoring plans to fit your current situation while providing a foundation for future growth. Customization is at the heart of our goals-based approach. From asset accumulation strategies to asset distribution, tax and estate planning, and insurance solutions, we will strive to help promote your total financial independence. Retirement Planning “The harder you work, the harder it is to surrender.” – Vince Lombardi The concept of retirement is more than a number or a date on a calendar. That vision for the future can be starkly different from one family to the next. For some, it may mean traveling the globe and seeking out the world’s many wonders. For others, it may be enjoying the treasures of time at home with friends and family. Whatever future you may hope to achieve, we are focused on helping you reach the retirement you always imagined. At Spurstone, retirement presents the apex of financial freedom, allowing you to commit your most valuable time to family, adventures, and passion projects that may not have been possible during your working career. When you partner with our team, executive retirement planning becomes a personalized process by which we craft the financial future you desire. Together, we define the vision of your retirement, assess and fine-tune your goals, and implement strategies to secure your objectives. At Spurstone, you and your family will benefit from a holistic approach executed by specialists who thrive in the following areas: retirement income strategies, inflationary risk, deferred compensation planning, equity compensation strategies, tax mitigation, and more. Our team will integrate each of these strategies to promote and restore your most valued commodity: time. Estate Planning “Let our advance worrying become advance thinking and planning.” – Winston Churchill Truly comprehensive planning exceeds retirement and the acquisition of wealth. For modern executives, the ability to plan, design, and execute is essential to the success of long-term, multi-generational, family plans. The benefits of advanced planning are difficult to deny. By capitalizing on the complexities of our tax and legal system, legacies and families can be shielded from potentially frivolous lawsuits, excess tax, and a multitude of other risks. Estate planning for executives can incorporate many goals, including tax mitigation and wealth management, enhanced privacy, and the continued protection of your assets. At Spurstone, we dedicate our expertise to safeguarding your wealth and ensuring the preservation of your legacy for generations to come. 10 EX EXECUTIVE WEALTH AUDIT Contact Office: (860) 264-1111 12 Scovil Road Higganum, CT 06441 info@spurstone.com We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information. *The 10Ex Executive Wealth Audit risk-free process does not guarantee performance of any investment or growth of any assets. The 10Ex guarantee seeks value creation through tax mitigation, creative financial planning strategies, savings in professional fees, insurance premiums, etc. that Spurstone reviews for the client as part of the 10Ex Executive Wealth Audit process. Spurstone Advisory Services, LLC, d/b/a Spurstone is a registered investment adviser offering advisory services in the State of Connecticut and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by Spurstone in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption. All written content on this site is for information purposes only. Opinions expressed herein are solely those of Spurstone, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation. All investing involves risk, including the potential for loss of principal. There is no guarantee that any investment/financial strategy or plan will produce the desired outcome. Copyright 2019 FMG Suite. Tools