Bryon Spicer

About Bryon Spicer

As an American taxpayer, do you feel inundated with taxes? Or overwhelmed with debt? Do you prefer to pay income taxes ONE time (not 2, 3, 4 times on the same money)? Are you frustrated with the mixed advice coming from financial institutions, advisors, and those who supposedly have your best interest in mind? If you nodded YES to the above, we can help. We help business owners, professionals (both W-2 and 1099) and working families learn how they can legally recover 10\'s of of dollars a year they have no idea they are losing – slipping right into the hands of the Federal Government, Wall St, and financial institutions. Published by FORBES Books, SMART Retirement stands for the Strategic Movement Around Retirement Taxation®. The book lays out how there is a political window of opportunity TODAY for more Americans to benefit from strategies similar to those being used by top executives and the wealthy elite to save taxes now and in the future through SMART tax diversification strategies as permitted by the tax code. Bryon Spicer is a SMART Advisor with over 20+ years of experience helping business owners, professionals, and families rescue hundreds of thousands of dollars in unnecessary taxes. He has the insight to provide the financial guidance needed to thrive in today’s world. Spicer holds Series 63 and Series 65 licenses, qualifying him as both a securities agent and an investment advisor representative. During his career, Spicer has held roles at Spicer Wealth Management, Spicer Financial Services, Usa Advanced Planners, Inc, Gf Investment Services, LLC and Luminist Capital, LLC. His focus is to share proven financial strategies that allow his clients to realize their full financial potential by ensuring the highest and best use of every dollar at work within their plan. We hate taxes, and so should you. Now, it’s time to stop hating and do something about it. To request a free video explaining SMART Retirement or to schedule a phone call to see if you qualify, simply message Bryon on LinkedIn or contact the office at 93••••••36 or b••••@spicerfinancialservices.com

Experience

1. Owner

   Seniors Financial Services

   Mar 2000 — Present · Beavercreek, OH, US

   We specialize in assisting our clients in protecting and preserving the assets that they have worked so hard to accumulate. We have a proprietary process which helps them understand how to improve their personal finances to achieve the financial goal of having the \"Quality of Life\" that they wish. We work in all areas of finance dealing with guaranteeing income, maximizing Social Security, providing investment advice, reducing taxes and assisting in an efficient legacy plan.

Education

• Wright State University

  Accounting and Finance

  1976 — 1980