Our Firm

iStock_000015663712_Medium Would you have your family doctor perform your knee surgery?

Many would consider this to be absurd but would not hesitate to allow their retirement plans to be handled by a general practitioner rather than a specialist. We are not wealth managers who happen to have some retirement plans but have built our practice on specializing in the Retirement Plan Industry for 33 years.

Spay & Associates believes that retirement plan success is more than just doing investment reviews and employee meetings. Our Partnership Process provides a documented process that reduces liability for plan fiduciaries, services the plan according to ERISA and the Department of Labor’s guidelines and prepares employees for a successful retirement through the Paychecks for Life system.

Spay & Associates | 5465 Utica Ridge Road | Davenport, Iowa 52807 | Phone: 563-326-0960 | Fax: 563-823-0535

Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Spay & Associates are not affiliated.

Cambridge’s Form CRS (Customer Relationship Summary)

This communication is strictly intended for individuals residing in the states of CA, FL, IA, IL, IN, ME, MO, NM, OH, TX, WI. No offers may be made or accepted from any resident outside the specific states referenced.

PLEASE NOTE: The information being provided is strictly as a courtesy. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to. We make no representation as to the completeness or accuracy of information provided at these websites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this website.

Spay and Associates