FINANCIAL &
RETIREMENT PLANNING

Where the focus is on YOU!

FOR INDIVIDUALS

Every situation is different. At Southernmost Financial Group, we invest the time to  understand the big picture. And then there is lifestyle. We endeavor to help you maintain your lifestyle all while making smart financial choices that will help you achieve your goals.

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FOR BUSINESSES

As a business owner himself, Jeff understands the unique challenges and many hats that need to be worn when you’re your own boss. Whether you need a retirement plan for your employees, a business valuation for a loan, or a succession plan for when you finally step away- we are here to help.

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ABOUT JEFF

Jeff Spencer Founded Spencer Financial, LLC in 2018 and he has been an independent Financial Advisor since 2011

Jeff enjoys working with clients to establish their long-term financial goals focusing on: retirement income planning, death and disability protection plans, college education funding, income and asset protection using long-term care, estate planning, employee retention programs, and family business asset retention.

Jeff believes that everyone needs a financial advisor, himself included. We all have blind spots when we look at our own finances and plans, and this can lead to not only large mistakes, but also inefficiencies causing us to leave money on the table. His favorite part of his work is finding and fixing these blind spots.

Discover the Keys
to your Financial Success!

Our advisors work to guarantee that our clients can live their best life in their later years. Speak with us about your retirement goals, plans, and how to replace your paycheck when you retire to the warmer weather.  We offer a no-charge no-obligation consultation.  Schedule yours today!

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