Spivak Financial Group is an independent wealth management firm helping families grow, protect & preserve wealth through personalized retirement, investment and tax-focused strategies—providing financial confidence for every stage of life. Our certifications and licenses allow us to offer a broad array of financial solutions. We work with the most respected investment and insurance providers to help you achieve your financial goals and stated objectives. We understand that pre-retirees and retirees face many important decisions that can affect their long-term financial success. Some of these decisions revolve around making investments that will help create a hedge against outliving their income as a result of the impact of inflation, taxation, and rising healthcare costs. Because over ninety percent of our clients are retirees with similar concerns, we are in a good position to approach such challenges with experience and skills. Securities and advisory services offered through Centaurus Financial, Inc., Member FINRA (www.finra.org) and SIPC (www.sipc.org), a Registered Investment Advisor. This is not an offer to sell securities, which may be done only after proper delivery of a prospectus and client suitability is reviewed and determined. Information relating to securities is intended for use by individuals residing in AL, AZ, AR, CA, CO, CT, DE, FL, GA, ID, IL, IN, IA, KS, LA, ME, MD, MI, MN, MO, MT, NV, NJ, NY, NC, OH, OK, OR, PA, SC, SD, TN, TX, UT, VT, VA, WA, WV, WI & WY. Centaurus Financial and The Spivak Financial Group are not affiliated.
