Welcome to Spahn Financial

Helping our clients plan for a life of prosperity and generosity through generational wealth management.

Team photo

At Spahn Financial, we work with you to understand what’s important for you, your business, your family and your legacy. We’ll help you plan for your future while protecting and growing your wealth through strategic investing and holistic financial planning. And, we’ll work with your family to do the same and help secure your legacy through generational wealth management.

We know a plan is only as good as its execution, and we will partner with you every step of the way. We’ll work with your attorneys, accountants and trusted advisors to coordinate your journey to and through retirement, and you can feel secure knowing you have a team in place managing your path to financial freedom.


Ten Planning Gaps

In more than 15,000 meetings over the last 25 years, we have recognized these top ten challenges, even from the most successful people. We work with our clients to address each of these on the path to financial freedom.

  1. Lack of a comprehensive, coordinated plan
  2. Emotion-driven investment decisions
  3. Lagging progress toward retirement goals
  4. Overpaying on taxes due to inefficient strategies
  5. Outdated or incomplete will, trust and directives
  6. Assets ill-positioned for creditor protections
  7. Absence of coordination between trusted advisors
  8. Beneficiaries and ownership of assets not aligned with estate plan, wishes
  9. Beneficiaries not engaged in financial planning for future distributions
  10. Gaps in homeowners and property insurance coverage
Ten Planning Gaps Training
Pens

We have one of the best teams around

The Financial Times has recognized Spahn Financial as one of the top financial advisors in the country four years running. Many thanks to our hardworking team and our incredible clients. We couldn’t have done it without you.

Financial Times Top Advisors of 2020

Learning Center

Resources to learn more or share with loved ones


Click on the image above to find out more about our financial planning firm and our process!


WANT TO LEARN MORE? CONTACT OUR TEAM TODAY.

We invite you to contact us at 630.458.7024 or at our email addresses below:

Kevin M. Spahn, J.D., CFP®, CLU®, ChFC®
Wealth Management Advisor


Spahn Financial

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