Individual Professionals, Athletes & Multi-Generational Families:
Retirement Growth and Income Investment Strategies
Wealth Acceleration
Preferred LLC options with IRA's
Generational Planning / Transitions
Estate and Legacy Planning
Asset Mapping
Life, Disability and Long Term Care Insurance
Fee Based Plans
Special Needs Trust/Planning
Business Owners:
M&A Coordination
Protection Analysis
Valuation
Exit and Succession Planning
Growth Strategies
Key Employee Strategies, NQDC
Executive Compensation Strategies
Retirement Plan Investment Management -
(401k, Cash Balance, SEP, Simple IRA)
Disruptive Technology Acceleration
Current or Former Military:
( Active, Reserve, Guard, Veteran or Retired )
Individual and Business Owner Planning
Survivor Benefit Plan Analysis vs Private Insurance
Career Transitions with Skillbridge
Customized Asset Protection
Pension / Blended Retirement Advice
TSP rollover options
OUR CLIENTS
Our clients are our source of energy. They are diverse and range from early stage entrepreneurs, established business owners, current and former military service members, athletes and professionals during their careers or fully retired. We look to partner for the long-term, understanding your current and future goals and being a trusted resource.
* Sparta Wealth Partners does not provide tax or legal advice, please consult with your tax professional.
What To Expect As A Sparta Client
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Proactive Recommendations, Honest Communications, and Continuous Advanced Analysis
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Completely customized access to the most sophisticated investment and financial planning strategies for wealth building and protection goals
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Agnostic Coordination and Support in evaluating banks for personal or commercial goals
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Robust Technology that constantly provides real time net worth tracking and a comprehensive financial picture
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Constantly monitored Risk Management/Asset Protection focused to help shield from financial shocks and wealth erosion
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Unique access to defense focused assessments and dual use disruptive technology acceleration opportunities