Products & Services
You want and deserve sound financial solutions. Sperry Financial Services is free of the pressures involved with selling proprietary products or reaching production quotas. This allows us to be unbiased in our recommendations and to recommend strategies designed to bring financial independence to you based on your specific financial goals. Typical triggering events for these goals may include a change in marital status, the birth of a child, a death in the family, a change in employment status, an approaching retirement or retirement distribution, an inheritance or a sale of a business or property.
We acquire a sufficient understanding of your financial needs, goals and objectives and frame all advice within the context of “the big picture”. We make available only those financial products, services and recommendations that are suitable for your risk profile. We take a “Head Coach” approach toward coordinating knowledge and expertise. We frequently partner with our clients’ existing advisors (accountants, attorneys, etc.) to make sure our recommended strategies are properly integrated and implemented. Should the need arise for other professionals, we enjoy excellent working relationships with many of Atlanta’s finest. Though we prefer to work with individuals, professionals and small businesses on a continuous basis, modular service may be limited to one or more areas of concern.
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.
Investments offered through FSC Securities Corp.
- Brokerage
- Mutual Funds
- Asset Management
- Variable Annuities
- Variable Contracts
- Rollover IRA
- Traditional IRA
- Roth IRA
- SEP IRA
- Simple IRA
Financial Planning offered through FSC Securities Corp.
- Pre Retirement
- Post Retirement
- Retirement Income
- Pension Planning
- Estate Planning
- Wealth Transfer
- Charitable Giving
Insurance
- Disablility Income
- Life Insurance
- Long Term Care
- Individual Health
Small Business Planning
- Group Benefits
- Qualified Plans
- Individual 401(k)
- Employee Advisory Services
- Business Tax Planning
- Buy / Sell Agreements
- Deferred Compensation
- Executive Bonus
- Salary Continuation
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.