Scott M. Spann

LifeSpan Financial Planning, LLC

This adviser will provide you with a COMPLIMENTARY initial consultation

Minimum client assets required: No minimum required

Minimum client income required: No minimum required

Title: Financial Planner

Offering advice since: 2000

Areas of focus:

  • Business planning
  • Educational Planning
  • Estate Planning/Wills
  • Insurance (risk management, disability insurance)
  • Life Planning
  • Portfolio Management
  • Retirement Planning
  • Tax Planning

Further information about Scott M. Spann:

Scott Spann, CFP(R), EA has been providing financial planning advice for a diverse group of clients since 2000. Scott specializes in investment planning, retirement planning, college planning, tax planning and incorporating life planning into the financial planning process. He is a specialist in the area of tax resolution planning. Mr. Spann is committed to the fee-only model of financial planning.

With an educational background in the field of psychology and human behavior, Scott understands that managing personal and business finances is about more than numbers and statistics. Scott earned a Bachelor's degree in psychology from the College of Charleston. He continued his academic pursuits and earned a Master's degree in Clinical Counseling from The Citadel. As a doctoral student in clinical psychology he decided to use his problem solving skills and desire to help others in the area of financial planning. Scott became an Accredited Asset Management Specialist in 2001 and earned the Certified Financial Planner(TM) designation in 2005.

In 2009, his book "Tax Resolution and Financial Freedom: Using the Financial Planning Process to Resolve IRS Tax Problems" was published.

Compensation and Fee Structures:

Fee-only planning (objective, unbiased advice)
Fixed annual retainer or hourly as needed

Licenses, Certifications & Affiliations:

CFP, EA, AAMS Member, National Association of Enrolled Agents (SC Chapter)

Education:

Bachelor of Science, College of Charleston, 1997
Master of Arts, The Citadel, 1999

Will provide references upon request?

Yes


Further information about LifeSpan Financial Planning, LLC:

(Size of firm: 0-9 advisors)

At LifeSpan Financial Planning, LLC, we strive to treat our clients with the highest level of courtesy and integrity. We guarantee realistic, honest tax and financial planning advice that will help our clients achieve their unique life goals and objectives. Most importantly, we will lead each client on a course to financial freedom by always acting in the their best interests.


Contact Information for Scott M. Spann

Phone: (843) 469-3505
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Fax: (877) TAX-9110

Address for Scott M. Spann:
1904 Hubbell Drive
Suite 110
Mount Pleasant, SC, 29466

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