Dedicated
One of our primary goals is to develop a long-term, trusting relationship with you.
Learn MoreIndependent
One of the things that makes us more effective as financial advisors is our independence.
Learn MorePractical
Let us simplify your life. Real-world insights and understanding that can help you better define your financial objectives.
Learn MoreUnderstanding 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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Inflation and the Real Rate of Return
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Managing Money as a Couple
Keys to preparing to grow wealthy together.
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Estimate Your RMD
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
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Use this calculator to estimate your income tax liability along with average and marginal tax rates.
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Assess how many days you'll work to pay your federal tax liability.
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Investment Strategies for Retirement
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How federal estate taxes work, plus estate management documents and tactics.
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A presentation about managing money: using it, saving it, and even getting credit.
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Using smart management to get more of what you want and free up assets to invest.
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Principles that can help create a portfolio designed to pursue investment goals.
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The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
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When you retire, how will you treat your next chapter?