So You Can Focus on What Matters Most
At Spartan Wealth Advisory Group, we provide expert guidance and robust investment strategies. More importantly, we firmly believe that the key to financial success lies in partnering with an advisor who shares your goals and interests. We excel in providing guidance and support to individuals who are actively employed, seeking assistance with managing their employer-sponsored 401k, 403b, or 457 plans for people of all risk tolerances, as well as retirees in search of conservative investment strategies.
With our roots deeply ingrained in East Lansing, Michigan, we proudly embrace our passion for Michigan State University and love talking football and basketball. Rest assured, while we diligently work on optimizing your investments, we also appreciate the importance of unwinding and enjoying the exhilaration of cheering for our beloved team.
When you choose Spartan Wealth Advisory Group, you're not just gaining expert financial advice; you're joining a community that shares your enthusiasm for both financial growth and spirited sports fandom.
~Andrew Schade ChFC, CASL, RHU, REBC
President of Spartan Wealth Advisory Group
Please contact us if you cannot find an answer to your question.
This term refers to a lesser-known option found inside of over 100,000 retirement plans throughout the U.S. When available, this option allows investors to select from a wider range of investments then the typical investment offerings found in the employer retirement plan. Do not let the name fool you, in many cases, this option will allow you to have a financial advisor manage your investments for you.
This type of account is becoming more common, particularly in retirement plans offered by larger employers. Unfortunately, the plan representative that helps you set up your account when you are hired doesn't always tell people they have this option when they are signing up to participate in the plan. If you are curious to know if you have this option and would want to have us manage the plan for you, feel free to send us an email to firstname.lastname@example.org and we will let you know if your plan is eligible.
If you are an employee of Michigan State University, you have this option, and our service model is structured to work with your plan.
Hiring a professional financial advisor for your self-directed brokerage account offers numerous advantages.
Periodically we give away sports memorabilia from our favorite teams, including Michigan State University football and basketball. We also occasionally send out helpful financial info. If getting that type of email sounds good to you sign up below.