We are a Retirement Lifestyle and Wealth Planning firm that guides financially successful executives, professionals, independent women, and business owners and their families to discover and live-out their picture of a confident lifestyle and better future through remarkable experiences that engage the heart as well as meet the scrutiny of reason; helping overcome the biggest obstacles and challenges holding them back and unlocking the rewarding opportunities for their future, which together allows them to move toward their better future with increasing levels of confidence and peace of mind so that they can make a difference with their lives, in their family, and with causes that matter to them.
Listen in to these interviews discussing who we serve.
Kevin Harrington, an original “shark” on the Emmy-Award-Winning TV show “Shark Tank” and pioneer of As Seen On TV, interviews Barry Spencer and Scott Noble.
James Malinchak, featured on ABC-TV’s hit show “Secret Millionaire,” where he personally gave away $100,000 in a week, interviews Barry Spencer.
At Wealth With No Regrets®, you will discover a team dedicated to:
Putting Your Interests First
Assessing Your Opportunities With You
Delivering Comprehensive Strategies
Designing Custom Plans for Your Future
Aligning Every Solution With What Matters to You Most
Our proprietary Wealth With No Regrets® Philanthropic Retirement Planning Process provides you with a personalized experience and customized plan that fits you and what you want to achieve. The results of the experience are greater confidence, peace of mind, lifestyle freedom and the ability to make an impact on the causes that matter to you most.
To learn more about how you might benefit now and in the years ahead, request the complimentary
57-Minute Lifestyle and Retirement Freedom Conversation with Barry Spencer by calling (678) 278-9632.
401k Scorecard Transparent Analysis
Request a Complimentary Review of Your Company’s Current 401k Plan