Financial & Business Services

A broad spectrum of services are available at M. R. Spencer Financial Services. At the heart of all of the various services we offer is the goal to coach and educate. We work hard to stay on the top of our game through training and research and we learn even more as we coach our clients through our seminars and coaching. We feel that learning is key to growth, especially in such turbulent times that we are experiencing now. What we perceive as reality and “conventional wisdom” will shift suddenly. Going it alone when making decisions for your future can be risky. You need good information and an even better filter to get the key information. We want you to succeed and our resources and tools will make a difference towards that success.

 Experience

Our expertise extends beyond financial management, our principles and team members have real world experience in business consulting, strategic planning, cash flow analysis, personal coaching, succession planning, market analysis, professional athletics management and medical practice management. We have relationships with trust attorneys, will attorneys, and best selling author on 401K investment planning.

 Specialty Services

Our services are sought after by professional athletes, physicians, business owners, pre-retirees and retired people as well as young investors just starting out. Regardless of your position in life, we will listen and work with you to map out a plan for your future.

 Vigilance in Current Information

A big part of our preparation for helping with your decision process is keeping abreast of the markets. We actively monitor the financial markets and implement triggers to alert us wherever we may be. The sophisticated software we utilize to monitor the markets will be made available to you as our client. Not only does it watch your holdings but it will track your rewards points and more! We believe in working smarter and are ready to help you with the resources and tools for your benefit.

 

We look forward to working with you. Feel free to contact us through the web site or call 810-732-2722.