In the grand scheme of things, money's not that important. It's significant only to the extent that it allows you to enjoy what is important to you and not worrying about your finances is critical to have a life that excites you, nurtures those who you love, and fulfills your highest aspirations.
We strongly believe that when your values are clear your decisions are easy, especially when it comes to your financial decisions.
We will take the time to complete your individual Financial Inner-View® by identifying your values and understanding your most important goals. Together we will benchmark where you are right now financially compared to where you want to be so that you have an even better perspective of what's required for you to reach your goals for your reasons.
Once we have completed your Financial Inner-View® the team will go to work to create a financial plan designed just for you, giving you the highest probability that you will achieve all of your goals. The team at Nevotti Spinks will look at your finances and will hold you accountable to do what it takes to get your financial house in order.
So whether you're already financially successful or just beginning to build your nest egg, Nevotti Spinks will help you with your financial decisions and take care of your financial matters for you, so that you can live your ideal life, spending more time doing the things you enjoy with the people that matter most.
We invite you to get to know us better in an introductory session, understand your values and goals, and map a plan for your financial future.
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Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Nevotti-Spinks Asset Management is not affiliated with Cambridge Investment research, Inc.
Licensed to do insurance business in California (License #0G89692), Illinois and Texas. Cambridge does not offer tax advice.
This communication is strictly intended for individuals residing in the states of AK, AL, CA, CO, DC, FL, GA, IA, IL, KY, MD, ND, NE, NJ, NM, TX, WA, WV. No offers may be made or accepted from any resident outside the specific states referenced.
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