Personal Planning


Susan Spancers  MCEP, RFC, AACEP, NICEP, CSA



Web Site: www. SusanSpancers.com AND www.coestateplanning.com


Office Phone Number  303 766-9599



“Peace of Mind” Financial Services


The process to achieve financial “peace of mind” is actually simple.  All it takes is a little bit of time and the desire to claim it. 

What one thing keeps you awake at night? 

Your life, today and in the future, has many different aspects and dimensions to it.  Family, Friends, Career, Education, Recreation, Health, Spiritual, and FINANCIAL



If you experience challenges with any of these aspects of life, you probably seek the council, advice, or services of a professional to assist you from psychological counselors to guide you through conflicts with family, friends, and your life in general; career counselors to assist you with resume creation and career advances; web sites, brochures, and tour packages to assist in your vacation decisions; the services of doctors, dentists, and health care practitioners to keep yourself in the best possible physical condition; regular worship, retreat attendance, class attendance, and reading books to develop and grow your spiritual faith and religious well being.


Last, but hardly least is your financial health. 

With the vast number of products, options, and services available today, Susan does not believe an individual could possibly begin to make sense of the “best plan or product” to implement in their financial plan without some guidance.

Most people are stressed to the max now trying to strike a balance in their life between work and family without the additional burden of learning how to create a comprehensive financial plan on their own. 

Balancing all the priorities in your life may be a challenge, but getting the financial guidance you need doesn’t have to be. 

Developing, creating, and implementing a financial and/or estate plan takes some thought, education, and effort.  Call Susan and she will show you the “easy” way to achieve financial “peace of mind”. 

People work with Susan because she shows you how to create and protect your net worth through financial and estate planning according to your goals wishes, and dreams.  What this means is that Susan can focus on what matters the most to you and your family, she works for you.  The benefit you will receive is “peace of mind” by building a financial and estate plan around what matters most to you. 

Susan and this web site are available to serve as a financial planning resource for all the financial concerns you may have.

Call or email Susan to arrange an introductory FREE and confidential meeting.

Phone: 303 766-9599

Email:  spancers@Qadas.com

 

Compliance Disclosure

All of the opinions expressed within this web site are solely those of Susan Spancers, President of Spancers & Associates, Inc.  The content of this web site is for informational purposes only. 

All information and ideas presented here should be discussed and confirmed for applicability with an accountant or attorney prior to implementation.

All of the material presented within this web site is believed to be from reliable sources and Susan Spancers makes no representations as to its accuracy or completeness.  None of the links to other web sites should be construed to be a recommendation to purchase that product or plan.

The Investment Advisory Services are offered in the state of Colorado through Susan Spancers and Registered Investment Advisor, TLG Advisors, Inc., 26 West Dry Creek Circle #575, Littleton, CO  80120  (303) 797-9080.  The presence of this web site on the Internet shall in no direct or indirect way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to a resident of any other state other than Colorado. 

Securities and Advisory Services offered through The Leaders Group, Inc.*, and TLG Advisors, Inc.  26 West Dry Creek Circle #575, Littleton, CO  80120  (303) 797-9080

*Member FINRA/SIPC