Steven Spector is a specialist in the design and implementation of advanced planning strategies for families of significant wealth, entrepreneurs and professionals. For most of these clients, this involves working with their advisors to establish, fund and leverage multi-generational wealth strategies, frequently in tandem with philanthropic techniques.Read Full Bio.
WEALTH ADVISORY GROUP PLANNING SPECIALISTS
- Year-End Planning Suggestions December 6, 2018
- Retirement Vehicle of the Fortune 500: Deferred Compensation Plans November 2, 2018
- Planning in 2018: Now What? August 28, 2018
- Estate Planning and The Forgotten Client June 20, 2018
- Importance of Policy Analysis March 22, 2018