Our Services

High net worth individuals and business owners face many complex questions about how to optimize their financial wealth and ensure the security of their families’ futures.

At Spak Financial Services, we provide personalized financial planning and solutions based on the individual situation, and the specific needs, goals, and circumstances of each client.

Services We Provide


  • Financial Planning
  • Retirement Planning
  • Estate and Legacy Planning
  • Asset Protection
  • Insurance Solutions
  • Investment Management
  • Business Planning
  • Business Succession and Exit Planning
  • Executive Benefits
  • Employee Benefits


Through our affiliation with the The Nautilus Group® we have access to an unmatched base of knowledge and experience. Together, we can work with you and your other professionals one-on-one to answer your questions and tailor solutions to fit your needs.

The Nautilus Group®

Find out more about our unique approach and solutions. Contact Us today.