Our Services

Let Speir Financial Services, LLC help you to maximize your retirement income and minimize your risk, while also helping you to reduce taxes.  We specialize in asset protection and preservation which we believe to be at least as important as getting the best return on your money. Many of our clients are retired or near retirement, therefore our first priority is to assure you have a safe, secure, and prosperous retirement.

• Personal Estate Analysis and Planning
• Individual and Group Life Coverage
• Disability and Business Overhead Coverage
• Annuities
• Long – Term Care Insurance
• Qualified Plans, Rollovers – SEPs, and IRAs
• Pension Maximization
• Buy/Sell Agreements
• Health Coverage – Individual, Group, Dental, Prescription
• Auto/Home/Commercial/Personal Liability Coverage
• Income Planning & Asset Protection
• VA Aid & Attendance Special Pension Assistance
• Network of Service Providers that assist Seniors & Caregivers