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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HOT TOPIC: Can Productivity Keep Driving the U.S. Economy?
This article looks at the importance of productivity to the U.S. economy, possible contributing factors to the recent surge, and the prospects for an extended period of strong productivity growth.
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Tracking the Fed’s Progress on Disinflation
This article compares the key inflation measures that economists and investors are watching for signs of easing price pressures.
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Tax-Loss Harvesting Offers Chance at Silver Lining
Stock market downturns can be rough on a portfolio’s bottom line, but selling losing investments may offer the potential to reduce an investor’s tax liability.
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.