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finances

Our Services

There is a wide array of investment products and strategies available to implement a financial plan. There are also plenty of opinions on which ones are best and which ones to avoid. Our process for individual wealth management is straightforward. 

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Estate Planning

With extensive estate planning experience, we guide families through organizing financial affairs, collaborating with legal experts to secure wills, trusts, and beneficiary designations. Our proactive approach provides clarity to ease transitions. Estate planning is thoughtful preparation, not just paperwork.

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Financial Planning

As Certified Financial Planners, we create holistic plans that align with your life goals. By integrating retirement, insurance, taxes, liquidity and estate strategies, we ensure every element works together to provide clarity and confidence for your future.

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Insurance Planning

As independent brokers, we access top U.S. insurers to find the best coverage. Prioritizing financial stability, we offer expertise in life, disability, long-term care, annuities, and business insurance—tailoring solutions to protect your future and meet your financial goals.

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Investment Management

Springberg Wealth Management tailors strategies to your goals

and risk tolerance, clearly explaining risks, fees, and rationale while creating client-focused, tax-efficient portfolios that balance risk and reward for confident financial success.

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Retirement Planning

Our retirement planning helps you pursue travel, family, or volunteering dreams with confidence. We emphasize liquidity, tax strategies, Social Security, and retirement vehicles like IRAs, 401(k)s, and rollovers for long-term financial security.

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Tax Planning

We collaborate with your tax professional to build tax-efficient strategies, leveraging deductions, deferment, and tax-free options like IRAs and municipal bonds to minimize tax burdens and enhance long-term financial success.

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Getting Started Is Easy!

Take control of your financial future. Contact us today to schedule a free consultation and take the first step towards achieving your financial aspirations.

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Address: 

10 Acoma Blvd South, Suite 102

Lake Havasu City, AZ 86403

 

Hours: 

Mon - Fri 8am - 5pm

Sat - Sun Closed

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Phone: 

(928) 855-9421

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Email:

​Info@springbergwealthmanagement.com

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Securities and investment advisory services offered through Osaic Wealth, Inc., member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Osaic Wealth does not provide legal or tax advice, please consult with a legal or tax professional.

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This communication is strictly intended for individuals residing in the states of AL, AZ, AR, CA, CT, CO, DE, FL, GA, HI, ID, IN, IL, KS, KY, MD, MA, ME, MI, MN, MO, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, SC, SD, TX, UT, VA, VT, WA, WV, WI, WY. No offers may be made or accepted from any residents outside of the specific states referenced.

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FINRA SIPC BrokerCheck CRS

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Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Past performance is no guarantee of future results. Please note that individual situations can vary.

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