Philosophy
"Successful people have an uncanny ability to decide what they are good at and seek out professionals for what they are not . . ."
Do you know what you are good at?
Do you want to be financially successful?
There is no "one size fits all" approach to planning. You have unique needs, abilities, values and desires with regard to how you save or spend your money. There are numerous advisors for you to choose from and each has their own personality, philosophy and style. Deciding which one is right for you can be a difficult decision. The first questions we ask are about you. What is it about money that is important to you? What personal values does money represent for you? What does financial independence mean to you? You already have or had a full-time job, do you really want another one?
To arrive at the answers to these and many other questions, we take the time to interview, to question, to listen and to understand your financial objectives. We are committed to building trusting and lasting relationships, providing personalized attention, giving expert advice and delivering first rate service. Whether your financial objectives are immediate or long-term, we can help prepare you for a better and more comfortable tomorrow in the "real world". If you are interested in highly individualized strategies created specifically for your financial needs, we invite you to discuss your financial future with Sperry Financial Services. Contact us by telephone or e-mail without cost or obligation.
PLEASE NOTE: Services may be offered as a fee only plan, an hourly fee with a three hour minimum, asset management fees, commissionable products or a combination with client prior approval.