Fee Only Financial Planners and Investment Advisors
Services
Financial planning and investment advisory services are intertwined. Most clients of Jeff Sprowles and Associates LLC will receive a financial model as well as an investment plan; both of which are updated annually at the very least. Using the model, recommendations are made which include asset allocation for all client portfolios.
Jeff Sprowles and Associates has developed financial models to address financial and estate planning, investments, insurance and tax planning concerns important to the GLBT community.
Here are some examples of GLBT issues we have worked on for clients:
