Verified recordFinancial Services

Jeff Spencer

Managing Principal at Innsbruck Financial Consultants, Llc

Based in Terre Haute, United States

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Seniority

C-Team

Department

General Business & Management

Location

Terre Haute

Industry

Financial Services

Company size

Contact information

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Email

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j•••••••@innsbruckfinancialconsultants.com

Phone

5 credits

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Background

About Jeff Spencer

I have amassed over 35 years of experience working as an educator, CPA, financial planner, investment advisor, estate and Income tax expert, and consultant. My goal is to help you plan for financial security. Whether your goals involve- Building wealth through INVESTING Planning for a comfortable RETIREMENT Funding a child's college EDUCATION or Protecting your ESTATE I can help you develop a roadmap to reach your goals and make wise, informed decisions. Specialties: 401(K) and IRA rollovers, retirement plan options, tax and investment options analysis of employer early out bonus payments, estate and gift tax planning, social security benefits options, and general financial conseling.

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