Welcome to Spahn Financial

Helping our clients plan for a life of prosperity and generosity through generational wealth management

At Spahn Financial, we work with you to understand what’s important for you, your business, your family and your legacy. We’ll help you plan for your future while protecting and growing your wealth through strategic investing and holistic financial planning. And, we’ll work with your family to do the same and help secure your legacy through generational wealth management.

We know a plan is only as good as its execution, and we will partner with you every step of the way. We’ll work with your attorneys, accountants and trusted advisors to coordinate your journey to and through retirement, and you can feel secure knowing you have a team in place managing your path to financial freedom.


Ten Planning Gaps

In more than 15,000 meetings over the last 25 years, we have recognized these top ten challenges, even from the most successful people. We work with our clients to address each of these on the path to financial freedom.

  1. Lack of a comprehensive, coordinated plan
  2. Emotion-driven investment decisions
  3. Lagging progress toward retirement goals
  4. Overpaying on taxes due to inefficient strategies
  5. Outdated or incomplete will, trust and directives
  6. Assets ill-positioned for creditor protections
  7. Absence of coordination between trusted advisors
  8. Beneficiaries and ownership of assets not aligned with estate plan, wishes
  9. Beneficiaries not engaged in financial planning for future distributions
  10. Gaps in homeowners and property insurance coverage

Kevin M. Spahn recognized as a top advisor for 2019

We are pleased to be recognized by the Financial Times. Our dedication and passion for putting clients first and helping them live the life they want has led to recognition as a top financial advisor in the industry for the third year in a row.

The Financial Times 400 Top Financial Advisors is an independent listing produced annually by the Financial Times (April 2019). The FT 400 is based on data gathered from advisors, broker-dealer home offices, regulatory disclosures, and the FT’s research. The listing reflects each advisor’s status in six primary areas: assets under management (AUM), asset growth, compliance record, experience, credentials and online accessibility. This award does not evaluate the quality of services provided to clients and is not indicative of this advisor’s future performance. Neither the brokerages nor the advisors pay a fee to the Financial Times in exchange for inclusion in the FT 400.

Click on the image above to find out more about our financial planning firm and our process!


WANT TO LEARN MORE? CONTACT OUR TEAM TODAY.

We invite you to contact us at 630.458.7024 or at our email addresses below:


Learning Center

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To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck