What's OUR Purpose?
We have a passion for serving women at all stages of life, military personnel and their families (both active duty and retired), and giving back to our community.
- Working with Women
Women are one of the most underserved people groups when it comes to long term financial planning. They have unique needs and perspectives and no one understands this better than other women.
- Working with Military Clients
Whether you are currently serving, thinking of leaving the service, or have been retired for many years, Military Benefit Coordination can be confusing and time consuming. However, it's imperative that as a service member you take full advantage of every benefit offered to you and your loved ones.
- Community Involvement
Investing in our community is one of our top priorities. We do that through a variety of organizations such as the Broadmoor Rotary, Colorado Springs Military Affairs Council, Chamber of Commerce, Mountain Post Santa's Workshop and Angels of America's Fallen.
Sadie Boone
Client Service Coordinator, Registered Administrative Assistant
Jessica Greason
Client Services Manager, Spencer Financial
Bethany Essendrop
Operations and Marketing Coordinator, Registered Administrative Assistant
Don’t Be Your Own Worst Enemy
Four Really Good Reasons to Invest
Split Annuity Strategy
