Retirement Planning
Our services range from pre-retirement preparations to post-retirement advice and maximization. Our team is here to answer your retirement questions, address your concerns, and help you navigate through the process.
Estate Planning
We know leaving a lasting legacy is important to you and your loved ones. From choosing the right executor to creating critical financial documents, our team will work alongside you and your family to get your estate in order.
Social Security
Whether you are applying for Social Security or currently receiving benefits, you may find yourself having more questions than answers. There are a variety of personal and financial factors to consider and our team help.
Financial Advisory Team
Our experienced financial advisors are knowledgeable in all areas of financial planning and investing. Along with our unrestricted investment philosophy, we use strategic financial planning techniques and teamwork in an effort to better support our clients across a range of financial needs.
Personal Wealth Planning
At Broadway Wealth Management, we know that good money management is key to helping and serving family, friends, and those in need. Our wealth planning advisors thrive on assisting clients in pinpointing their financial goals and devising a clear plan to help address them. We evaluate your current income and spending practices so you can strive to get the most out of each dollar.
Justin Hurd, MSFS, CFP®, ChFC®
Senior Vice President, Financial Advisor
David Earl Spencer, MS, ChFC®
Vice President, Financial Advisor
George Alessandria, MA
Vice President, Financial Advisor
