Our Services

Investment Advisors:

* At Spice Finanical, we offer investment planning using the latest technology to help define your investment risk, time horizons and goals based on the vision you have of your financial future.

Financial PLanning:

* We offer financial planning, personally tailored using the latest technology to help you with the road map to your personal financial planning goals.

Estate Planning:

* Our services include working with your attorneys and accountants or ours in establishing the most efficient manors of transferring estates from one generation to another including but not limited to heirs, charitable gifting, surviving spouses and special needs trust. 

Retirement Planning:

* Assisting you in rolling over qualified retirement plans, i.e., 401K's, 403B's, SEP's etc. into individual investment accounts which then allows our firm to assist you in the management of these assets.

Corporate Services:

* On a corporate level we help bring clarity and experience in the areas of deferred compensation, installation of retirement plans, disability Income Insurance protection, key man coverage, buy-sell agreement funding and COLI.

Investment Advisory services are offered through Investment Adviser Representatives of MetLife Securities Inc., and fee-based financial planning services are offered through qualified Financial Planners of MetLife Securities Inc., MSI is a Registered Investment Adviser, 200 Park Avenue, New York, NY 10166.