Presentation: 3 Pillars of a Successful Retirement Plan
In just 30 minutes, you'll learn how to approach the 3 key components of a rock solid, confidence-inspiring retirement plan from a practicing CFP® Professional.
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Schedule a call to get started on your tailored income plan!
Your free retirement income plan includes:
Spending Capacity
Our approach aims to prevent both overspending (running out of money) AND underspending (reaching your final years with a big pile of cash). Your custom plan will include other income sources unique to you, such as social security & pensions.
Investment Allocation
Your investments in retirement should look different than when you were saving up over the last few decades. We're fans of low-cost & tax-efficient investments, with amounts allocated to stocks & bonds based on your risk tolerance & when you need the money.
Tax-Minimization
Retirees often have a mix of different account types: pre-tax, Roth, & after-tax. The order in which you withdraw from these accounts for income, as well as strategic Roth conversions can often make a six or even seven-figure difference in taxes paid over the course of your retirement.
I'm Jake Skelhorn— a fiduciary, fee-only CFP® specializing in retirement income.
My partner and I started Spark Wealth Advisors to provide white-glove service and true financial planning, not cookie-cutter advice.
We believe you deserve a retirement plan designed to get the most out of your nest egg, not one that has you nervous about running out of money.
Let's build it together!
"Why should I work with Spark Wealth Advisors?"
Fiduciary
Spark Wealth Advisors is a registered investment advisor (RIA) in the state of FL. RIAs are held to the fiduciary standard, which legally and ethically requires that we act in your best interest 100% of the time. Believe it or not, some advisors do not act in a fiduciary capacity all the time, if at all.
Fee-Only
The only way we are compensated is by the fee our clients pay us for our financial planning & investment management services. We do not receive any third party commissions related to the sale of investment or insurance products, which can cause conflicts of interest.
Independent
We've worked for big banks and broker dealers prior to starting Spark. So we know that working under this model incentivizes advisors to recommend products that will pay them and their employer the most, whether its best for you or not. Independence for us means unbiased advice for you.
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Spark Wealth Advisors, LLC is a registered investment advisor in the state of Florida. Contents of this page should not be considered tax, legal, or investment advice. Investing involves risks including loss of principal. Past performance is not indicative of future results.
This website is not part of, nor endorsed by META or Facebook. All material in this webpage should be considered educational in nature and not personalized financial advice. Consult a licensed professional familiar with your situation before acting on any information in the presentation or this webpage.
