Products

 

Susan Spancers

MCEP, RFC, AACEP, NICEP, CSA, MEP

Investment Advisory Services

Registered Representative

 

(303) 766-9599

 

E-mail: Spancers@Qadas.com 

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

Fee and No-Fee Financial Planning

Learn how to achieve "Financial Peace of Mind"

 

Business Planning Services

Retirement Plans





  • 401(k)



  • SIMPLE IRAs



  • SEPs



  • Single 401(k)



  • 403 (b)



  • Annuities



  • Profit Sharing Plans



  • Age Weighted Plans



Employee Benefit Plans





  • Group Medical Plans



  • Group Dental and Vision Plans



  • Group Life Plans



  • Group Disability Plans



  • Group Long Term Care Plans



  • Fiduciary Compliance Services



  • Employee Investment Education



  • Key Executive Plans



  • Business Overhead Plans



 

Personal Planning Services





  • Will and Trust Planning



  • Retirement Planning



  • 401(k) Rollover Planning



  • Traditional IRAs and Roth IRAs



  • QDRO Rollovers



  • Distribution Planning



  • Investment Analysis



  • Asset Allocation Strategies



  • Wealth Accumulation Planning



  • Financial Management



  • Separately Managed Accounts



  • Inheritance and Lotto Investing



  • Education Funding Planning



  • Life Insurance Planning



  • Mortgage Protection Plans



  • Disability Income Planning



  • Annuity Planning



  • Medical Insurance



  • Medicare Supplement Plans



  • Long Term Care Planning



 

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