David and the team at Spartan Planning Group provide excellent financial advice and have done a great job helping us build a foundation for our retirement. They have also assisted with our charitable foundation and ensured we've been able to maintain our generosity through wise financial guidance. I highly recommend this team.
September 2024
David and team have managed my portfolio for the last 5 years and I can confidently say they have done a far better job than when I was going it alone. They ask insightful questions that make me consider things I have not thought of regarding retirement, estate planning, etc. I appreciate the regularly scheduled check up meetings as well as the ability to reach out to them for one off questions. I really feel like the Spartan team has my family's best interest in mind in all they do.
September 2024
David Childs and his team are amazing. We have been working with David for several years and he is very responsive, organized and great to work with. I would not trust anyone else like him and his team.
David and the team at Spartan Planning Group provide excellent financial advice and have done a great job helping us build a foundation for our retirement. They have also assisted with our charitable foundation and ensured we've been able to maintain our generosity through wise financial guidance. I highly recommend this team.
David and team have managed my portfolio for the last 5 years and I can confidently say they have done a far better job than when I was going it alone. They ask insightful questions that make me consider things I have not thought of regarding retirement, estate planning, etc. I appreciate the regularly scheduled check up meetings as well as the ability to reach out to them for one off questions. I really feel like the Spartan team has my family's best interest in mind in all they do.
David Childs and his team are amazing. We have been working with David for several years and he is very responsive, organized and great to work with. I would not trust anyone else like him and his team.