Experience and Knowledge
Planning for your retirement involves making critical decisions that will affect the financial health of you and your family. With 40 years of experience, we understand how to help you create a cohesive plan to meet your goals and needs.
Comprehensive and Collaborative
Communication is as important to your financial health as it is your physical health. Your physician needs to be aware of what treatment your specialists are prescribing. The same rule applies to your financial health.
A Team Approach
We bring together of an experienced group of professionals across multiple disciplines to meet your Retirement and Estate Planning needs. Each team member plays a vital role to ensure that all threats to your family’s financial future are reviewed and that no area of your financial health is neglected.
Mark Sprague, CSFP
Mark Sprague is a Chartered Senior Financial Planner (CSFP) and founder of Sprague Financial. Mark has drawn from his 40 years of financial planning experience to create a network of financial planning professionals to help his clients plan for and navigate every aspect of retirement...
CA Lic. #0591223
9 Tips to Help Navigate Your Social Security Decision
Download our free guide to Social Security filing strategies that may help you create a strong foundation for retirement income. Learn:
- How your benefit amount is calculated
- Why spousal coordination and timing matters
- How to potentially increase your benefits and get more income
Not affiliated with or endorsed by the Social Security Administration or any government agency.