I CAN HELP YOU:
ORGANIZE your financial life allowing you to make better decisions for the future. PROTECT what's important to you and your family. BUILD a plan for your money that reflects your unique values, goals and dreams. RECLAIM valuable time to spend with family and friends instead of crunching numbers. ACHIEVE your goals and dreams through personalized and comprehensive advice. LIVE LI
FE TO THE FULLEST knowing that your plan will adapt as you and your life change. I take a collaborative and comprehensive approach to financial planning, working together with you to build a plan that reflects YOU, YOUR FAMILY, and YOUR LIFE. As a fiduciary, I am legally bound and obligated to act in your best interest at all times while also providing full disclosure. WHO AM I? With over a decade of experience in the industry, I thrive on helping my clients develop successful financial plans. Over that time, what I've come to find is this; by going through a simple process, using today's technology and a local, personal connection, I am able to efficiently relieve some of my client's stress when it comes to their finances which in turn improves their daily lives. I believe in setting myself apart by connecting with my clients and taking care of what matters most in their financial lives. This type of approach combined with professional money management and proper planning, creates the potential for the best possible outcome for my clients; allowing them peace of mind, knowing they’re being well taken care of. With the current market uncertainty and inflation concern, I strive to find robust yet unique solutions for my clients. I take pride in developing personalized planning strategies that are unique for each client based on their financial goals. Proper planning is of paramount importance to reaching one’s personal financial goals; and more importantly, one’s personal life goals. I find great fulfillment in helping my clients reach both. Currently, I work with Apogee Financial Partners, a full-service, independent financial firm that has a century-old history of offering holistic financial planning to its clients. I am a fully licensed Registered Investment Advisor and Fiduciary. Feel free to contact me to schedule a ~15 minute chat via phone, Zoom, or in person. Of course there is no obligation and it'd be great to meet you! Jared Spivey is a Registered Representative and Investment Adviser Representative of/ and offers securities and investment advisory services solely through Equity Services, Inc., Member FINRA/SIPC, 1050 Crown Pointe Parkway, Suite 1700, Atlanta, GA 30338 (770)512-5100. Apogee Financial Partners is independent of Equity Services, Inc. In CO, MO, NH and WI, Equity Services, Inc. operates as Vermont Equity Services, Inc. National Life Group® is a trade name of National Life Insurance Company (NLIC), Montpelier VT, and its affiliates. Equity Services, Inc. is a Broker/Dealer and Registered Investment Adviser affiliate of NLIC. Jared Spivey is licensed to sell securities in Georgia and insurance-licensed in Georgia and South Carolina. An “endorsement” of this individual is not a referral of him for investment advisory services and may not reflect others’ views or experience. TC128348(0822)P
