Not all financial advisors are created equal. Many say they specialize in retirement planning, but only a select few have the tools or training required to make them a true retirement “Income Specialist.” How can you tell whether your advisor falls into this elite category?
Here are 10 signs to help you identify a true Income Specialist:
Spencer Georgetti brings both financial expertise and deep community roots to his role as Client Service Advisor. He earned his Master of Science in Accounting from Adrian College and has dedicated his career to helping individuals and families navigate their retirement income planning with confidence.
Spencer understands that major life transitions require thoughtful guidance and personalized attention. He’s committed to providing clients with the insight and capability they need to make informed decisions about their financial futures.
Outside of the office, Spencer enjoys golfing, playing tennis, and spending quality time with his wife, Amber, and their two daughters.
