Financial Peace of Mind
Take command of your wealth. At Speight Asset Management, LLC., we specialize in helping successful professionals and retirees secure their financial future. With over 28 years of industry experience, we are dedicated to simplifying the complexities of your financial life.
From portfolio management and financial planning to risk management and more, we focus our expertise on promoting your continued success. Above all, we make it our mission to bring clarity to your financial situation and build confidence in your future.Contact Us
Who We Are
As an independent, fee-only firm, your most valued interests drive our process.Learn More
How We Help
Keeping relationships at the heart of our firm, we deliver the highest level of client service.Learn More
What We Do
Across a spectrum of solutions, we strive to help you achieve your goals.Learn More
Download The SECURE Act: What Does it Mean for You? Ebook!
The SECURE Act changed how investment vehicles are handled. We’re here to help with our latest ebook. Learn the ins and outs of the SECURE Act so you can explore what this means for your estate strategy.
Estimating the Cost of College
This worksheet can help you estimate the costs of a four-year college program.
What’s Your Investment IQ?
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
Five phases to changing unhealthy behaviors.
How to help determine life insurance needs to provide for your family after you pass away.
A few strategies that may help you prepare for the cost of higher education.
Here’s a list of 8 questions to ask that may help you better understand the costs and benefits of extended-care insurance.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Tips to avoid checking in luggage on your next vacation.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate how much you have the potential to earn during your working years.
This calculator can help you estimate how much you may need to save for retirement.
This calculator may help you estimate how long funds may last given regular withdrawals.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
Why are 401(k) plans, annuities, and IRAs so popular?
Make your retirement as exciting as your next vacation.
Do you have causes that you want to support with donations?
Here’s a crash course on saving for college.
Even low inflation rates can pose a threat to investment returns.
A special needs trust helps care for a special needs child when you’re gone.