Keith Spencer
@spencerfp.com
Spencer Financial Planning is a fee-only, fiduciary financial advisory firm serving clients primarily in California & Spokane, Washington. We exist to empower people through financial health, specializing in helping Capital Group associates and retirees.
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68, 68, 68
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About Keith Spencer
Spencer Financial Planning is an independent, fee-only fiduciary financial advisory firm led by CFP® professional Keith Spencer. Based in Spokane, Washington, the firm serves clients in Washington, California, and nationwide, with a focus on Capital Group associates and retirees and “salt-of-the-earth” millionaires. Its approach centers on financial health, helping clients build clarity and confidence around their money through unbiased advice.
Services include comprehensive financial planning, investment management, financial check-ups, and project-based financial analysis. Clients can also book a Jump Start Call for guidance on a limited financial topic. Planning may address retirement, budgeting, investing, insurance coverage, tax savings, estate planning, and other areas of personal finance.
The firm offers support to people preparing for retirement, already retired, or managing financial decisions at other stages of life. Spencer Financial Planning describes its advice as tax-focused and holistic, with services available at different levels to suit varying needs. Keith Spencer receives no commissions and has a fiduciary obligation to provide advice in clients’ interests.
The firm is accepting new clients
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