INDEPENDENT FINANCIAL ADVISOR

HELPING YOU PROTECT YOUR FINANCIAL FUTURE
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founder

James J. Speir

James J. Speir is the Founder of Speir Financial Services, LLC, providing financial and insurance services. James’ passion is to provide continuous financial guidance to individuals and families who need to secure their financial future. 

Aging & Financial Capacity: How to Detect Early Changes in Informed Decision Making

Are you concerned that your clients no longer may be able to understand the risks they seem willing to take? Do you worry that these vulnerable adults are being influence to make decisions that could be harmful to their financial well-being? Are memory problems...

When Must Require Minimum Distributions (RMD’s) Be Taken?

Your first required distribution from an IRA or retirement plan is for the year you reach age 70½. However, you have some flexibility as to when you actually have to take this first-year distribution. You can take it during the…

What are SEP IRAs?

Many people ask, “What is a SEP IRA and is it something I should consider”? Well a simplified employee pension plan (SEP) is a deferred-compensation arrangement that is similar to a profit-sharing plan. It can be set up by employers and self-employed individuals, as...

Co-author: James J. Speir

Investments & Wealth Monitor:
Aging Financial Capacity: How to Detect Early Changes in Informed Decision Making

(November/December 2019)

EVENTS

WHAT BABY BOOMERS NEED TO KNOW ABOUT RMDS

Seminar Dates:

  • October 9th, 2019 at 11:30am

LOCATION:
Andiamo Italian Ristorante
6676 Telegraph Rd,
Bloomfield Twp, MI 48301