My interest in financial planning began by watching my father build life-long relationships with his clients. Witnessing the powerful effects of listening, earning trust, and investing wisely inspired me. Now, with twelve years of experience as a financial consultant, I truly love my profession. Financial advising remains a “client-first” process for me, with relationships and trust being foundational to all other work.
My goal is to provide guidance that enables individuals, families, and businesses to build secure financial futures. I accomplish this by first getting to know my clients and learning their objectives and goals. Once I have a thorough understanding, I then propose a range of investment options, simplifying complex solutions into easily understood and manageable steps. Finally, we co-create a strategy that protects and grows your financial legacy. I treat your needs and desires as if they were my own family’s.
To be of greatest service to you, my areas of focus include:
- Comprehensive Financial Planning
- Income Planning at Retirement
- Protection Strategies for Individuals and Families
- Small Business Benefits Design to include Medical/Dental/Vision Plans
- Retirement Plan Design and Implementation
- Group Life and Disability
- Estate Planning
- Life Insurance
- Wealth Management
- College Savings Plans
I would love to have the opportunity to meet you and discuss how we can shape your financial future. Please call or email me to set up a free initial consultation.
Education, awards, and personal life: I am a graduate of Virginia Tech’s Pamplin College of Business. I received the Five Star Wealth Managers Award three times. Outside of work, I enjoy spending quality time with my family, friends, and neighbors. My hobbies include traveling, golf, yoga, hiking, and skiing.
Ben Spagiare | Lindsey Wedner (ascentpgh.com)
California Insurance License #: 0L26435 Arkansas Insurance License #:15725352