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PlanProtectGrow
Spartan Financial Advisors is an independent financial services firm. We are supported by industry experts in the areas of portfolio management, plan design, insurance planning and estate services. We offer financial advice and investment management. We provide our recommendations in common easy to understand terms with the heart of a teacher. Our goal is to service our clients and guide them toward financial literacy and success.
These plans have generous contribution limits that increase with age, which may allow high-income business owners to catch up on retirement savings and significantly reduce their taxable incomes.
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A new tax-advantaged investment account officially launched on July 4th: the 530A account, also known as a Trump Account, which is designed to help children get a head start on their financial future.
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