Message From Our Team

We Plan… You Live!

It’s hard to imagine that such a powerful statement was scratched on a napkin, and is now our company’s motto!

Kind of catchy, isn’t it?  We think so too!

You’re probably asking yourself, what exactly does “We Plan…You Live!” mean?

We Plan…

…With your best interest in mind!
…With individualized solutions, without compelling you into a predetermined profile!
…With clear lines of communication through multimedia and personal reviews!
…With an enthusiastic staff devoted to service excellence!
…With clients interest in mind when designing events!

You Live…

…To pursue your retirement DREAM!
…To take three or more strokes off your handicap!
…To take your grandchildren on a vacation adventure!
…To buy your fantasy convertible!
…To complete your bucket list!
…To see your plan progress toward its purpose!

Our concept is very simple! We’re in the business of planning, while you’re in the business of living! Let us take care of your retirement planning!

Remember, life is what happens when you’re busy making other plans!

Your Spencer, Wernli & Wilson Advisors Team,

Message From Our Team

We Plan… You Live!

It’s hard to imagine that such a powerful statement was scratched on a napkin, and is now our company’s motto!

Kind of catchy, isn’t it?  We think so too!

You’re probably asking yourself, what exactly does “We Plan…You Live!” mean?

We Plan…

…With your best interest in mind!
…With individualized solutions, without compelling you into a predetermined profile!
…With clear lines of communication through multimedia and personal reviews!
…With an enthusiastic staff devoted to service excellence!
…With clients interest in mind when designing events!

You Live…

…To pursue your retirement DREAM!
…To take three or more strokes off your handicap!
…To take your grandchildren on a vacation adventure!
…To buy your fantasy convertible!
…To complete your bucket list!
…To see your plan progress toward its purpose!

Our concept is very simple! We’re in the business of planning, while you’re in the business of living! Let us take care of your retirement planning!

Remember, life is what happens when you’re busy making other plans!

Your Spencer, Wernli & Wilson Advisors Team,