“A coach's role is to help you achieve financial peace of mind that is consistent with your life's values and purpose.”
 


Alliance of Cambridge Advisors


 

 

About Spain Wealth Management, LLC…Taking the Worry Out of Your Financial Future Is My Only Goal


Melvin Spain

Do you want to feel more confident about the financial decisions you make? Would you rest easier knowing that you are doing everything you need to in order to achieve financial independence? Do you want to have more time and freedom for the things you enjoy? You can.

Whatever your current situation, financial concerns have an impact on your life and relationships. I can help you make the financial decisions that will make the most of what you have now and help you build a more secure, enjoyable future.

I am a, CPA/PFS, and have practiced public accounting for over 25 years with an emphasis on financial and tax matters. I am a member of the AICPA, TSCPA, NAPFA and the Alliance of Cambridge Advisors. I am involved in local community and church activities. My wife, Edie, and I have one adult son.

When you work with us, you can expect:

  • Straight talk. I don’t sell any financial products nor do I receive any commissions. As a fee-only financial advisor, my only compensation is what you pay for my professional advice. My complete focus is on what is best for you.
  • All-inclusive approach. Together we evaluate all aspects of your finances and design a strategy where each part works in harmony with the others. You’ll see that I pay a lot of attention to areas of your financial life that are often overlooked or ignored by other “financial Planners.”
  • Access. Life is constantly changing. For one annual retainer fee, you can meet with us or speak to us often as is necessary to help you accomplish your financial goals.
  • Value for your money. I am committed to providing value that exceeds my fee. It’s a concept that is virtually non-existent in the financial planning profession. But doesn’t it make sense that your financial advisor should work to save you more than he charges you?
  • The highest professional standards. I am committed to The ACP Pledge to Clients—your assurance of receiving the ethical and professional treatment you deserve.

Would you worry less with a professional fee-only financial advisor on your side? Contact me to learn more about the financial strategies that will help you achieve your goals.