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Financial planning for prosperity and generosity through generational wealth management

Wealth building and legacy planning from day one.

Your family, your business, and your legacy. These are the nonnegotiables and the reason you get up every morning in your unwavering commitment to generational affluence. You've accumulated wealth, but let's face it: you know that passing on wealth requires much more than asset distribution.

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At Spahn Financial, we guide you and your family on the path to prosperity.

We help you plan for your future with a keen focus on your goals and generational advancement. Through strategic investing and holistic financial planning, you can feel secure knowing you have a team in place managing your path to financial freedom.

Spahn Financial In the News

Spahn Financial and the Path to Prosperity

Fortune, Entrepreneur, and Bloomberg Businessweek

Our approach to prosperity was recently featured in Fortune, Entrepreneur, and Bloomberg Businessweek magazines. President Kevin Spahn and Vice President Tim Funke share more about how we help affluent families with both wealth-building and legacy-planning from day one.

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Founder and President Kevin Spahn has been recognized as a Forbes 2023 Best-in-State Wealth Advisor and America's Top 100 Financial Security Professionals. You can read more about this recognition here.

Forbes "Best-in-State Wealth Advisors" list (April 2023), Research and ranking provided by SHOOK Research, LLC. Based upon data as of 6/30/2022. Forbes Top Financial Security Professionals list (July 2023). Research and ranking provided by SHOOK Research. Based upon data as of 12/31/2022.
Northwestern Mutual and its advisors do not pay for placement on 3rd party rating lists, but do pay marketing fees to these organizations to promote the rating(s). Rankings and recognitions are no guarantee of future investment success.

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