At Speir Financial Services our objective is to assist people who are close to retirement or already retired; their estate planning goals having changed from earlier goals of wealth accumulation. We help our senior client protect the assets they have worked hard for by reducing risk in their portfolio, develop income options and tax strategies, avoiding probate and evaluating the potential losses associated with a nursing home stay.

In addition to being financial consultants we serve as a resource center for information and referrals to our senior citizens. Speir Financial Services also has access to those who specialize in many areas such as estate planning, elder law attorneys, physicians, C.P.A's etc. All of us at Speir Financial Services are here to assist you.