Why Us?

A Note From Kevin

Thank you for taking the time to learn about our firm, our process and our philosophy. When I left my law firm in 1993, my goal was to help families by providing thoughtful and comprehensive financial planning to positively impact families, future generations, employees, businesses and communities.

We look forward to building a relationship with you.

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Kevin Spahn

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Listen | Create | Engage | Guide

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.

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Putting our experience to work for you.

Our team is ready to serve you. We focus on providing excellent service, while stressing integrity and knowledge. We know your financial opportunities are unique. By putting ourselves in your shoes and getting to know your dreams and goals, we can help you achieve more.

Established more than 25 years ago, Spahn Financial is your firm of choice for achieving financial security through wealth management and estate planning designed to fit your lifestyle.