About my Financial Practice:
Practice Partners: Jeff Speers, RICP®
We take a holistic approach to financial planning and investment management. We treat our clients like family, helping clients solve complex problems in the simplest way possible. We bring more than two decades of combined experience to financial advice and portfolio management.
Passionate about helping business owners, Jeff assists entrepreneurs on many aspects inside or outside of their business. Whether consulting owners to develop a succession plan, spearheading the SBA loan process, or deploying strategies to diversify wealth, Jeff does beings a wealth of expertise that business owners need.
Investment Management Style: Custom portfolios with emphasis on owning quality companies that generate positive cash flow. We manage multiple models and align clients to the models that are best designed to meet their goals based on their specific set of financial goals and circumstances.
Jeff is originally form Michigan but has been in Florida for more than 20 years. He and his wife Megan enjoy raising 3 kids, all of which take after Jeff in that they play baseball/softball.
Jeff enjoys playing golf, playing ball with his kids, and any time in the outdoors with his wife.
Jeff attends the 360 Church in Sarasota, FL and serves in the discipleship program and participates as a leader in the community. The family golden/lab, (insert name and fact about the pup).
The CERTIFIED KINGDOM ADVISOR® designation is awarded to financial advisors who are committed to integrating biblical wisdom and principles into their financial planning practices.
CKA® professionals help clients develop a plan for managing their finances in a way that honors God, supports their personal and family goals, and aligns with their spiritual priorities. CKA® professionals are also held to high ethical and professional standards, and they must undergo ongoing education and adhere to a strict code of ethics to maintain their certification.
The CERTIFIED FINANCIAL PLANNER™ designation is awarded to individuals who have completed the rigorous education, examination, and experience requirements in the field of financial planning.
A CFP® professional is trained to provide comprehensive financial planning services to clients, including investment management, retirement planning, tax planning, estate planning, and risk management. They are held to high ethical and professional standards, and they must undergo ongoing education and adhere to a strict code of ethics to maintain their certification.