YOUR GOALS ARE OUR MAIN PRIORITY
GUIDING YOU TO YOUR FINANCIAL DESTINATION
A CONSULTATIVE APPROACH
In Your Best Interest
Spinnaker Financial Group, LLC is a Registered Investment Advisory (RIA) firm with the State of Ohio. As an RIA firm, we have a fiduciary responsibility that we embrace. We will always act in the best interest of our clients.
We are fee-only financial strategists providing financial planning and investment management services and advice. In other words, we do not sell products of any kind for a commission. We also find it important to work with your other professionals (attorneys, accountants, tax preparers, insurance agents, etc.) to help ensure that your entire financial life is coordinated.
Our Services
Investment Management
Expertly managing your investment portfolio to maximize returns and minimize risks.
Financial Planning
Crafting a comprehensive plan tailored to achieve your financial goals.
Retirement Planning
Developing personalized strategies to ensure a financially secure retirement.
Portfolio Analysis
Thoroughly evaluating the performance and structure of your investment portfolios.
Legal and Estate Planning
Preparing essential legal documents and plans to efficiently manage and transfer your assets.
Tax Planning
Implementing effective strategies to minimize your tax liabilities.
Risk Management
Identifying and mitigating potential financial risks to protect your wealth.
Business Succession Planning
Preparing for a smooth transition of business ownership and management.
Monitoring, Service and Communication
Providing ongoing review, adjustments, and regular communication to keep your financial plans on track.
Our Financial Life Planning Process Defined
120+
Cases Solved
130+
Happy Clients
3
Regional Offices
45+
Legal Associates
Our Services
Investments
Investments can play a key role in your financial security plan. A mix of savings plans can help achieve your goal
Retirement
Retirement planning today has taken on many new dimensions that never had to be considered by earlier generations.
Asset Allocation
Asset allocation is the process of selecting a mix of asset classes that closely matches an investor’s financial profile in terms of their investment preferences and tolerance for risk.
Insurance
Insurance is essential to any comprehensive financial plan. It can protect your family from undue hardships.
Finances
Managing your finances is an important component to any financial security plan. Money management strategies help you manage your savings on a daily basis.
Charitable Giving
Everyone has their own reason for gifting their assets or a portion of their income to charitable organizations. Some find comfort in helping others who are less fortunate, while others simply want to share their good fortune.
How It Works
Consultation
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Strategize
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Take Action
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Contact Us
bglancy@spinnakerfinancialgroup.com
Crown Centre Building
5005 Rockside Road, Suite 600-103 Independence, Ohio 44131 United States
Phone
+1 888-615-4101
What Our Clients Say
John Doe
Jessica Smith
Steve Rogers
How It Works
Consultation
Vestibulum ante ipsum primis in faucibus orci luctus et ultrices posuere cubilia Curae; Donec velit neque.
Strategize
Vestibulum ante ipsum primis in faucibus orci luctus et ultrices posuere cubilia Curae; Donec velit neque.
Take Action
Vestibulum ante ipsum primis in faucibus orci luctus et ultrices posuere cubilia Curae; Donec velit neque.