Before working with Spartan, I had a general plan for where I wanted my family to be in 20 years. However, Spartan made it actionable. They understood my goals and where I wanted to be and helped me create an objective roadmap to get there. Most importantly, they have taken the stress of dealing with these components off my plate. Srdana and Rich have taken a personal investment in my families future and I have enjoyed working with them. If you're a young family like mine, I certainly would recommend them.
March 2026
Spartan Planning Group has been great to work with. David and Ira take a thoughtful approach and really focus on understanding our family’s needs before recommending anything. I appreciate that they present solutions aligned with our goals rather than pushing a specific investment opportunity.
Their fee structure is also set up in a way that supports that relationship. It feels like their incentives are aligned with helping clients long term rather than selling products.
They have helped us with financial planning, tax planning, and estate planning, and throughout the process they have been knowledgeable, responsive, and... read full review
March 2026
I found my time with David and the spartan team very helpful. We were able to unpack some of my complicated financial questions and provide key council on direction. They are also guiding me as I set up my estate and helping me quantify insurance needs to protect mine and my family’s exposure. Great experience, highly valuable!
Before working with Spartan, I had a general plan for where I wanted my family to be in 20 years. However, Spartan made it actionable. They understood my goals and where I wanted to be and helped me create an objective roadmap to get there. Most importantly, they have taken the stress of dealing with these components off my plate.
Srdana and Rich have taken a personal investment in my families future and I have enjoyed working with them. If you're a young family like mine, I certainly would recommend them.
Spartan Planning Group has been great to work with. David and Ira take a thoughtful approach and really focus on understanding our family’s needs before recommending anything. I appreciate that they present solutions aligned with our goals rather than pushing a specific investment opportunity.
Their fee structure is also set up in a way that supports that relationship. It feels like their incentives are aligned with helping clients long term rather than selling products.
They have helped us with financial planning, tax planning, and estate planning, and throughout the process they have been knowledgeable, responsive, and... read full review
I found my time with David and the spartan team very helpful. We were able to unpack some of my complicated financial questions and provide key council on direction. They are also guiding me as I set up my estate and helping me quantify insurance needs to protect mine and my family’s exposure. Great experience, highly valuable!