Planning today for a Better Tomorrow
Prepare & implement today. Maximize wealth, minimize taxes.
Live & enjoy tomorrow.
Comprehensive Financial Solutions
Strategic planning and expert guidance across all aspects of your financial life
Financial
Planning
Tax
Strategy
Retirement
Planning
Insurance
Planning
Investment
Management
Experience
Creating a Better
Future Together
At Spaulding Financial, we believe in understanding the complete economic landscape—both where we are today and where we're heading tomorrow. Our mission is providing education and implementing strategies that serve your present needs while optimizing your future withdrawals.
With historically low federal tax rates, most Americans continue utilizing tax-deferred retirement accounts like 401(k)s, 403(b)s, 457(b)s, and traditional IRAs. We help you navigate these complexities and maximize your retirement potential.
"Our goal is to help you build wealth strategically while minimizing your tax burden."
— Sam Spaulding, Founder
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Results that speak for themselves
Our Services
Comprehensive financial solutions tailored to secure your future and maximize your wealth
Group Insurance For Business Owners
Comprehensive coverage solutions designed to protect your team and strengthen your business foundation.
Life Insurance & Annuities
Protect your family's financial future with customized life insurance and annuity strategies.
Retirement & Financial Planning
Build sustainable wealth for your golden years through strategic planning and smart investments.
Medicare
Navigate healthcare coverage options with expert guidance to ensure optimal Medicare benefits.
Individual & Family
Personalized insurance solutions tailored to meet your unique family protection needs.
Cost Segregation
Maximize tax benefits on your property investments through strategic cost segregation analysis.
Let's Start a Conversation
Ready to secure your financial future? Reach out today for a consultation.
Office
5491 N University Dr Suite 103
Coral Springs, FL 33067
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