Spillane Financial Planning, Inc.
Spillane Financial Planning is an independent firm that works primarily with Generation X professionals, executives, entrepreneurs and business owners. We also work with clients who are nearing retirement or who are already retired.
You can engage Spillane Financial Planning on an hourly rate basis for comprehensive planning. We also offer investment consulting (you manage your own investment accounts) and investment management services (we manage the investment accounts for you).
We all lead busy lives and it's not always convenient to meet in person. Or you may live in a different state but want to work with us. That's why we offer you the freedom and flexibility to work with us virtually. This includes video conferencing, secure online access to your financial plan, and a real-time view of your finances.
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.