Service, Integrity, and Transparency

Client Studies


Widow

Estate Executor

Fortune 500 Executive

Medical Professional

Senior Citizen

Young Professionals

Company Founder

Medical Professional

A doctor with a successful practice reaches out to Spinelli FA to help with her retirement, business, and tax planning.

She has dedicated her time and career to helping others and has built a successful business doing so, but now realizes she needs professional help handling the financial aspects of her life and business.


The Spinelli Plan

We would begin with getting to know our client’s personal financial goals, as well as learning the ins and outs of her practice. From there we would develop her retirement plan in order to maintain her lifestyle after she retires. We would also develop a tax-efficient plan for her practice to ensure her work and passion translates to maximum financial returns as well. With retirement and tax strategy in place, she can devote her full time to her patients while remaining confident in her financial future.