Jeff Speers, RICP® | ASBC®
Business Consultant
Financial Advisor
Sarasota, FL
Bio Highlights:
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Retirement Income Specialist
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Small Business Consultant
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Portfolio Manager
Things I Enjoy:
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Coaching
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DIY Home Projects
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Charcoal Grilling
About Financial Practice
Practice Partners: Josh Elmore, CFP® | CKA®
We cover the core areas of financial planning in our process, like: Cash flow, insurance, retirement, tax, investments, and estate planning. Our approach is simple, start by asking foundational questions such as:
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Where are you now?
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Where are you going?
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How can we help you get there?
Our desire is to help you gain clarity & confidence over your financial picture. We value the work it requires to run a successful business and/or raise a successful family, so our goal is to equip and empower you to spend more time focused on the important things like your business, family, and community, without leaving you to wonder if you have the right wealth strategies in place.
Areas emphasized in working with Jeff and his team at Rise Financial Partners: Business succession, retirement income planning, retirement risk reduction, strategies to reduce taxes, and private investment management.
Licenses | Designations
RETIRED INCOME CERTIFIED PROFESSIONAL™ | ACCREDITED SMALL BUSINESS CONSULTANT™
Series 65 | Life Insurance License (FL)
Personal
Jeff is defined by being “Dad” to Sommer, Waylan, and Ramsey, and husband to Megan. He and his family have lived in Florida for more than 40 years! Jeff and his wife consider it a great blessing to raise their family and grow a busines in the Sunshine State!
Jeff has a heart for serving others, whether his family, friends, or clients, finding ways to help others is a natural result of his faith. He has served others in the financial industry for 20 years, an advisor to families and small businesses. Jeff's expertise has been sought in a variety of areas, from coordinating Financial Peace University Workshops to advising a Christian High School on how to develop a discipleship program, to competitive baseball/softball, Jeff finds joy in using his skills across a many different disciplines.
Jeff is an active attender of the 360 Church in Sarasota, FL where is participates in the church discipleship program. He is also a committee member of the Safe Children's Coalition, a not for profit that provides resources to families and adoption and foster assistance.
