- Fee-Only Financial Services
- Comprehensive Financial Planning
- Free Initial Consultation
- Investment Management
- Retirement Planning
- Education Planning
- Tax Planning
- Estate Planning
- Insurance Analysis
- Generation X
- Planning for Business Owners
- Cash Flow and Budgeting
North Reading, MA 01864
Rick Spillane is a NAPFA-Registered Financial Advisor.
NAPFA is the country's leading association of Fee Only Financial Planners.
What is "Fee Only Financial Planning," and why is it important?
Rick Spillane is a Certified Financial Planner (CFP) and a Certified Public Accountant (CPA) with over 20 years of experience. He focuses primarily on helping Generation X professionals, entrepreneurs, executives and business owners make smart financial decisions so they can live a better life. Rick works collaboratively with his clients because he understands that they want to be part of the financial planning process.
Rick grew up in Lexington, Massachusetts, earned his undergraduate degree in Finance from the University of South Florida in Tampa, Florida, and then moved to San Diego, California. He returned to Massachusetts in 1996 to become a partner in Spillane & Chandonnet, a local CPA firm. In 2004, he founded Spillane Financial Planning to better serve the financial planning needs of his clients.
Rick helps his clients get the most enjoyment possible from their money by showing them how to maximize their lifetime spending.