What To Expect

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Each person, family, and business has a unique set of goals and values that determine the path they take on their financial journey. While the individual resources and tools we help you implement are customized to your needs, we follow an intentional framework that ensures each aspect of your finances are addressed as we work with you. We’ll adjust the process as needed to ensure your financial strategies and solutions suit your needs and goals as you grow. Whatever your vision of success is, here’s what you can expect when you work with us.

Introductions

Discovery

Data Collection

Planning

Implementation

Servicing

Get in Touch

484-427-7066
bruce@cumbyspencer.com

3732 West Chester Pike
P.O. Box #451
Newtown Square, PA 19073

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Neither SHOOK nor Forbes receives any compensation in exchange for placement on its Top Financial Security Professional (FSP) rankings (including the Best-In-State Financial Security Professional rankings), which are determined independently (see methodology). FSP refers to professionals who are properly licensed to sell life insurance and annuities. FSPs may also hold other credentials and licenses which would allow them to offer investments and securities products through those licenses. The ranking algorithm is based on qualitative measures learned through telephone, virtual and in-person interviews to measure best practices, client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as assets under management, sales figures, and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and these professionals rarely have audited performance reports. Individuals must carefully choose the right FSP for their own situation and perform their own due diligence. SHOOK’s research and rankings provide opinions intended to help individuals choose the right FSP and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. For more information, please see www.SHOOKresearch.com. You can learn more about SHOOK Research’s methodology here. SHOOK is a registered trademark of SHOOK Research, LLC.