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Spelts Wealth Management, Inc. - Chico, CA

 
No One Strategy Our About Us Tailored

Dedicated

One of our primary goals is to develop a long-term, trusting relationship with you.

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Independent

One of the things that makes us more effective as financial advisors is our independence.

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Practical

Let us simplify your life. Real-world insights and understanding that can help you better define your financial objectives.

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Understanding Today's Financial Environment

Welcome, I’m Mark Spelts, a financial advisor in Chico, California. I understand that individuals face unique challenges as they prepare for retirement. I can help take the mystery out of preparing for today and tomorrow. Whether your goal is preparing for retirement, college savings, or estate strategy, my personalized service focuses on your needs, wants, and financial goals and objectives.

As a professional I have years of experience in financial services. I can help you address your needs of today and for many years to come. I look forward to working with you through all stages of your life. I service greater Butte, Glenn, Tehama and Colusa counties.

901 Bruce Road, Suite 160 • Chico, CA 95928

Phone (530) 891-0717 • mark@speltswm.com

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A Penny Saved is Two Pennies Earned

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Four Great, Unexpected Places to Raise a Family

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Trends in Charitable Giving

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Volunteering in Retirement

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The History of Currency

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Weighing the Benefits of Prepaid Debit Cards

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Comparing Mortgage Terms

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Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

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Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

5 Smart Investing Strategies

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An Inside Look at Retirement Living

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Principles of Preserving Wealth

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Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Investment Strategies for Retirement

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A Bucket Plan to Go with Your Bucket List

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Tuning Your Social Security Benefit

When should you take your Social Security benefit?

Investments

You’ve made investments your whole life. Work with us to help make the most of them.

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

Women and Retirement

Women must be ready to spend, on average, more years in retirement than men.

An Arm and a Leg

A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.

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