Plan your ascent to a successful retirement.
Our unique wealth management services and tax-focused strategies protect your hard-earned money and quality of life both now and in your later years.
Grow & protect your money
Know your financial house is well-organized and feel prepared to make wise decisions.
“Disinherit” the IRS.
Pay the absolute legal minimum in taxes both now and when it matters most down the road.
Lifetime income
Ensure you have enough income to maintain your lifestyle in retirement and provide for your loved ones.
You built great wealth…
It’s not the climb that kills your financial future. It’s the fall.
Most people are climbing towards retirement without a clear plan for protecting their hard-earned money and minimizing their tax burden once they reach the summit.
They have multiple advisors showing them different paths through risky terrain, leaving them vulnerable to severe consequences and an unnecessary tax burden that can easily eliminate 30-40% of their nest egg.
We protect your financial future at every stage of the journey.
Planning
Lifetime Income
At Spivak Financial Group, we become your personal CFO, unifying all of your investments, and tax strategies into one thoughtful, personalized plan.
- As you accumulate wealth before retirement, we help you protect your capital and maximize your growth.
- As you distribute wealth in retirement, we make sure you pay the absolute legal minimum due in taxes so you can maintain your desired lifestyle.
- When you transfer wealth to loved ones, we protect them from unnecessary taxation and loss.
A dangerous journey requires trusted guides.
Think of us as your personal guide who coordinates your climbing journey, shows you the safest path forward, and guides you personally past dangers and threats.
Experienced
Since 1965, Spivak Financial Group has guided clients through the ever-changing landscape of market conditions and tax law changes.
Independent
We are a true fiduciary firm, free of any ties or obligations to larger companies, which sets us free to always put your interests first.
Personalized
At SFG, you feel truly seen and heard by your advisor. We get to know you and your family while you become part of ours!
Senior and Managing Partner
Mr. Spivak is a Financial Planner with 35+ years of wisdom, knowledge and experience in the financial services industry.
Managing Partner
With 20+ years of experience as a financial planning professional, Mr. Woodfield has the expertise to customize solutions to help meet his clients’ financial goals.
As seen in…
People don’t plan to fail, they simply fail to plan.
Spivak Financial Group is a second-generation, independently-owned wealth management firm filled with dedicated professionals who care deeply about your financial success.
Our boutique wealth management firm ensures you always have unique, time-tested strategies in place for accumulating, distributing & transferring your wealth.
Get on a proven path to achieving your retirement goals
Most people are climbing towards retirement without a clear plan. We unify all your investments and tax strategies into one thoughtful, personalized plan so you can find peace of mind and enjoy retirement to the fullest. Getting started is easy:
Are you ready to reach your peak potential in retirement and enjoy peace of mind?
Discover additional services powered by Spivak Financial Group
Attention Families: Learn a proven, 7-step program for managing their finances, eliminating debt, and preparing for retirement.
Unlock your IRA or old 401k before age 59 1/2 for any reason without penalties.
Asset Location Planning (ALP) is a strategy to determine the most tax-efficient placement for your assets. A balanced mix of investments with different tax treatments can reduce taxes during the three critical phases of your financial life: accumulation, distribution, and transfer.
Free resource
Do you have your
3 tax buckets filled?
Lower your taxes now and in the future with these 3 areas.
