Take advantage of your

Complimentary Strategy Session

To request free quotes or simply get added information, pick the time below that works best for you:

My highest priority is making sure that I treat each person I interact with as if you're family. That means offering an unbiased professional opinion to make sure you get the best advice for your unique situation. Here are just some of the topics we can cover:

Capturing gains WITHOUT risking stock market losses
Making your money last + grow so you have it when you need it most
Avoiding unnecessary taxes (even eliminating taxes)
Funding, minimizing, or even eliminating the biggest retirement expenses
Answering any of your questions or concerns about your financial health
Making sure you're not overpaying for your life insurance, lacking key benefits, or both

Talk soon!

Spencer Childs,

+17027689426

[email protected]

Complimentary Strategy Session

Frequently Asked Questions

What if I already have a Financial Planner?

Not a problem! Because of my broad scope of planning expertise, I can work alongside your financial planner to make sure the best strategies are being used to accomplish your financial goals. This is a win-win for you as you will have many bright minds working for you!

Can you work with my CPA and/or Attorney?

Of course! This is something I do on a regular basis with many of my own clients, as well as those of CPAs and Attorneys. Creating a truly comprehensive financial plan oftentimes requires multiple financial professionals to be involved and working together in harmony.

If I request a call, do I have to work with you?

Nope! This is something that I wanted to offer completely complimentary and without any additional obligations... which may lead you to wonder why I'm doing this! I know that some people will talk to me, and go back to their old ways of planning. HOWEVER, I know that many will see the value in what I do to serve others, and that they will want to move forward in working together.

*The 0% Tax Bracket is not an IRS defined tax bracket, but is an unofficial coined phrase to illustrate planning concepts designed to reduce taxes. For specific tax or estate planning advice, please consult a qualified tax advisor or estate planning attorney.

Spencer Childs is not affiliated with David McKnight & Company, and the views expressed herein are expressly those of Spencer Childs .

Testimonials are provided by individuals and may not be representative of the experience of all customers. These testimonials are not a guarantee of future performance or success.

Life insurance products primarily provide a death benefit for beneficiaries but have the opportunity to provide additional benefits if funded properly. Loans and withdrawals may impact cash value and death benefit. Please discuss your financial situation and objectives with your financial professional to ensure proper alignment with products being considered.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by Trained Advisor to provide information on a topic that may be of interest. Trained Advisor is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.