Spencer Financial Services

Spencer Financial Services YOU HAVE DREAMS. WE HELP YOU PURSUE THEM. Cetera is under separate ownership from any other named entity. http://www.sipc.org

Spencer Financial Services, Inc.’s “Advance & Protect” investment management process:
-Create portfolios, utilizing fundamental analysis, based on asset and sector classes believed to be in a longterm
uptrend. As Warren Buffet says, “Find a trend; throw yourself in front of it.”
-Select ways to invest in asset class using non‐proprietary investment vehicles or strategy.
-Utilize multiple qua

ntitative and qualitative analysis tools to assist in buy/sell decision making process. Securities and advisory services offered through Cetera Advisors LLC, member FINRA/SIPC, a broker/dealer and a registered investment adviser.

Learn about Medicare’s popular program, offering retirees free gym membership and health education.
06/02/2026

Learn about Medicare’s popular program, offering retirees free gym membership and health education.

Medicare’s popular program, offering free gym membership and health education.

Many people stop being "and-a-half" around age 12. But at age 50, "and-a-half" makes a comeback.
05/26/2026

Many people stop being "and-a-half" around age 12. But at age 50, "and-a-half" makes a comeback.

Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.

Here are a few key factors to consider when naming an executor for your estate.
05/19/2026

Here are a few key factors to consider when naming an executor for your estate.

The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.

Investors should understand the ways in which financial professionals are compensated for the services they provide.
05/12/2026

Investors should understand the ways in which financial professionals are compensated for the services they provide.

Read this overview to learn how financial advisors are compensated.

Your insurance needs don’t stay the same when the nest empties, but what changes?
05/05/2026

Your insurance needs don’t stay the same when the nest empties, but what changes?

Do your insurance needs stay the same when the nest empties?

Here's a common strategy high earners use: The backdoor Roth conversion! It involves moving money from a traditional IRA...
04/28/2026

Here's a common strategy high earners use: The backdoor Roth conversion! It involves moving money from a traditional IRA to a Roth IRA. Talk to your financial professional to see if it makes sense for you.

Use this article to start conversations about the “backdoor” Roth IRA strategy.

We are so grateful to our 2025-2026 Liberty North High School Intern, Jack Bauer for being a part of the Spencer Financi...
04/28/2026

We are so grateful to our 2025-2026 Liberty North High School Intern, Jack Bauer for being a part of the Spencer Financial team this year!

Here's a little bit about Jack:
*Classes he enjoys include College Comp., team sports, and AP physics.
* He applied for the internship because he previously created an investment account, piquing his interest in finance.
* He loved researching stocks during his internship.
* A lot of people don't know that he loves to play piano.
* A favorite quote of Jack's: “Be curious, not judgmental.” -Ted Lasso.
* His favorite things to do when not studying or working are playing golf or basketball.

Assets are transferred on paper. But what about financial values? Those are passed down through conversations, modeled e...
04/21/2026

Assets are transferred on paper. But what about financial values? Those are passed down through conversations, modeled examples, and lived experiences.

Use stories, gifting, and simple money habits to help your family inherit confidence, not just wealth, in retirement

04/15/2026
Building a personal legacy may be the highest order of altruism. It can begin with four simple steps.
04/14/2026

Building a personal legacy may be the highest order of altruism. It can begin with four simple steps.

A four-step framework for building a personal legacy.

Address

1135 W. Kansas Street
Liberty, MO
64068

Opening Hours

Monday 8:30am - 4:30pm
Tuesday 8:30am - 4:30pm
Wednesday 8:30am - 4:30pm
Thursday 8:30am - 4:30pm
Friday 8:30am - 4:30pm

Telephone

+18167928772

Website

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