SPI Wealth
Service, Impact, People
At SPI Wealth, everything we stand for is in our name.
The “S” stands for SERVICE. We pledge to deliver a service that is unparalleled. At the center of our name is “P” which stands for PEOPLE, it’s also at the core of our business. Strong and lasting relationships with our clients, our staff, our business partners, and our community, is the reason for our existence. The “I” stands for IMPACT. The focal principal in everything we do, is to have a positive and lasting impact.
By the way we are experts in financial planning.
Investments
We provide our clients with expert guidance to accommodate specific needs and each with their own risk, return, term and tax implications.
Estate Planning
Estate planning can be defined as succession planning. At SPI wealth we focus on holistic succession planning for its clients for peace of mind.
Life Insurance
Every person has a need to be independent and financial independence is the cornerstone. Holistic financial planning is a proactive process to ensure financial independence.
Employee Benefits
Your employees’ well-being is crucial to your business continuity and success, as business owner’s or management, the importance to look after your people and their loved ones should be a business priority.
Wills & Trusts
A Last Will and Testament is a legal document detailing how you wish your estate to be divided after death. By making sure your Will valid and up to date, you can protect your family’s financial future and inheritance.
Short Term Insurance
Short-term insurance makes the daily costs and conducting of business more certain by transferring risk to the Insurer, thereby giving peace of mind to the businessman and homeowner.
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