It all starts with planning. Our Custom Wealth Architect™ is a unique 5 phase process that takes your current situation & financial goals and turns them into an easy to follow blueprint.
We are not the firm for everyone. But for the right client we are an excellent fit.
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.
Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.
Mike Papa is a Chartered Retirement Planning Counselor (CRPC®) and Wealth Advisor with Spire Investment Partners in Colorado Springs, Colorado. Mike brings over 27 years of focused experience in building financial plans, investing and estate planning to his successful clientele. He also helps small and medium sized business design and manage their company retirement plans.
It's amazing how few business owners have never had consulting on their company retirement plan. If it's been a few years (or never) since your have had professional evaluation of your plan design, we can help.
It all starts with our 3 step review process:
First we help you complete your unique Plan Discovery Scorecard. Then we show you your plan's current strengths and weaknesses. And finally, together we develop a plan and process to improve the areas that need it.
After we are working together you will be a part of our S.M.A.R.T Retirement Plan Program.
Setting new service standards.
Managing the unique aspects of your plan.
A Fiduciary in writing.
Rigorous on-going plan analysis
Transparent, easy to understand costs
Contact us today and let's see if we can improve your current plan or help you start one from scratch.