Helping Clients Since 1990
Spina Financial Services (SFS) is an independent financial services consulting firm dedicated to helping our clients reach their financial goals. Our commitment is solely to our client's interests. We strive to improve lifestyles, empower through education and build trust through excellent service.
SFS chose Woodbury Financial Services, Inc. as our broker/dealer and business partner due to their strength and stability offered through their abundant resources in products, research and technology. Through Woodbury, SFS utilizes hundreds of proprietary and non-proprietary investment products to fit the goals and objectives of each client. This is why the education of each client continues to be the cornerstone of our business.
SFS was founded on traditional values including integrity and work ethic. We work for you and look forward to earning your business every day.
Click here to download our trifold brochure.
Newsletters
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You’ve Received an Inheritance, Now What?
Receiving an inheritance might promote spending without planning, but it’s not wise to make hasty decisions. This article provides suggestions that could help manage an inheritance.
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HOT TOPIC: Will Artificial Intelligence Upend the American Workforce?
This article discusses the race between tech companies to monetize AI and how widespread adoption might affect workers, the economy, and society in general.
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SECURE 2.0 Makes It Easier to Give and Receive
The SECURE 2.0 Act modified the rules for qualified charitable distributions to allow funding a charitable gift annuity or charitable remainder trust from an IRA.
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All Eyes on the Earnings Picture
Earnings season can be a volatile period for stocks. As investors digest and respond to new data, the marketplace rewards some companies and punishes others.
Calculators
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Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.
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Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.