Spiritus Financial Planning is a fee-only comprehensive financial planning firm based in Petaluma, CA, serving clients nationwide. With a personalized and holistic approach, they provide retirement planning and investment management services that align clients' financial goals with their core values, ensuring a secure and tax-efficient financial future.
As a Registered Investment Advisor, Spiritus Financial operates under the fiduciary standard, always acting in the best interests of their clients. Their objective and objective advice, driven by clients' goals and risk tolerance, sets them apart from other firms, offering a higher sense of financial integrity and freedom.
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