Building Better Retirements One Client at a Time.
Personalized retirement, financial, insurance, and tax-planning strategies designed to help you protect what you have built and move forward with greater confidence.
As Seen On
Planning Built Around Your Life
Retirement decisions rarely stand alone. We help you consider how taxes, income, insurance, and financial strategies may work together as part of one coordinated plan.
Tax Planning
Thoughtful strategies designed to help you understand and prepare for the tax considerations surrounding retirement.
Explore Tax Planning →Financial Services
Personalized guidance to help organize your financial picture around the future you want to create.
Explore Financial Services →Insurance Services
Coverage options intended to help protect your family, your income strategy, and the assets you have worked to build.
Explore Insurance Services →Retirement
Income-focused planning to help you approach retirement with greater clarity, direction, and confidence.
Explore Retirement Planning →A will may be only one of the documents you need—and one factor to consider—when managing your estate.
A coordinated retirement strategy looks beyond a single document to consider your wishes, beneficiaries, assets, and long-term goals.
Meet William E. Spar
Bill graduated from the University of Phoenix with Bachelor of Science degrees in Management and Business. He later earned his Master of Arts degree in Management and Business from the University of Redlands in Southern California.
After a long stint in his family’s real estate business, Bill entered the insurance and financial services industry in 2000. His work is centered on helping individuals and families better understand their choices and build strategies aligned with their retirement goals.
If You Knew You Had Income for Life, What Would You Do?
How long should your retirement plan be designed to last?
Longevity can influence income needs, health-care planning, lifestyle choices, and the legacy you hope to leave. Explore an educational estimate with the Longevity Illustrator.
Estimate Your Longevity
Open the Educational Calculator
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Guidance for the Road Ahead
Explore educational opportunities, client experiences, and the services available through Advanced Retirement Planning.
What Clients Are Saying
Discover what clients value about their experience and the personal guidance they receive.
Read Client Experiences →Educational Workshops
Gain financial knowledge and explore timely retirement topics through an educational workshop.
View Upcoming Workshops →Services Offered
Learn more about the financial, insurance, tax-planning, and retirement services available.
Review Our Services →We’d Love to Hear From You.
Share your questions, concerns, or retirement goals with us. Our team will be happy to reach out and help you understand the next step.
Phoenix Office
615 W. Deer Valley Road, Suite #117Phoenix, AZ 85027
Las Vegas Office
330 E. Warm Springs RoadLas Vegas, NV 89119
Calabasas Office
4505 Las Virgenes Road, #108Calabasas, CA 91302