As the Founder of Seniors Financial Services and Spicer Wealth Management, Bryon K. Spicer has dedicated over four decades of his life to educating and assisting retirees and pre-retirees with Protecting and Preserving “Peace of Mind” An advocate for comprehensive financial and retirement planning, Bryon’s planning goal is that all components of a client’s financial affaires work in collaboration to produce the best possible outcome. He provides counsel in all areas of finance, including ways of preserving assets clients have worked so hard to accumulate, recommendations on creating income plans to help maintain their current lifestyle thought retirement and strategies to protect assets from unexpected dangers and helping to get assets to the people that you love and care for efficiently, or charitable causes that you believe in.
At Seniors Financial Services and Spicer Wealth Management, we strive to be tax-efficient through assisting our client’s in understanding the numerous areas of taxes including Income, estate, capital gains, gift and generations skipping. We focus on finding how we can use the proper combination of financial tools available in the marketplace to safely and legally position our clients’ finances to only pay their fair share of taxes. We work with the entire marketplace to search for a combination of financial tools that will help achieve growth while trying to reduce or eliminate market risk. We then focus on helping clients structure their affairs to transfer assets to loved ones in the most efficient way possible, while also reducing costs of probate and estate taxes.
Bryon specializes in identifying potential loopholes of a person’s financial and estate plans, while detecting where unnecessary monies are falling through the cracks. He attended Wright State University and has held several professional designations including Certified Insurance Counselor. He has co-authored a book titled “Issues of Aging”, and he has written a second book titled “Don’t Get Sacked in Retirement: A Quarterback’s Playbook for Winning the Game”. This book has provided Bryon with the privilege of being recognized as a “Best Selling Author” and discusses common mistakes people make in handling their own finances.
Bryon is a sought-after speaker, regularly conducting public workshops on many advanced topics to the general public and special interest groups and has appeared on ABC, CBS, NBC, Fox News and many other media outlets. He has even been a guest lecturer at Ohio State University.
Bryon has been married to his wife, Kay since 1985 and has one son. He and his family are very active in their church, school and sports associations, with Bryon holding several board positions within each.
Bryon K. Spicer
Specializing in Wealth Management
Seniors Financial Services | Spicer Wealth Management
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Adult Financial Education Foundation is devoted to helping improve the financial literacy of adults 50 and over who are concerned about their retirement savings and how to ensure a safe, secure future.
We develop courses of study that educate students about financial terms, concepts, and strategies in a classroom setting giving them tools they need to make smart decisions about their financial future.
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