Business Owner Strategies
- Employment Benefits
- Major Medical*
- Group Life
- Group Short Term & Long Term Disability
- Pension Design & Administration
Financial Freedom Starts Here
Invest strategically. Protect thoughtfully.
With something as personal as your finances, it's important to work with a financial professional you trust and with whom you want to work for the long-term.
Austin, Texas
We understand that not everyone's financial situation looks the same. That's why we offer a complimentary introductory call to review your portfolio and see how we can help you meet your goals.
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- Who we serve categories on the current homepage
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- Complimentary introductory call to get started
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- Guardian founding year referenced on the site
Firm Overview
Helping clients invest in their financial dreams.
Building a financial strategy is not a one-time event; it is an ongoing process that requires adjustments as your life or goals change. At Spartan Financial Services, we want to fill this role in your life.
We welcome the opportunity to guide you along your financial path.
Your Money. Our Know-How.
When was the last time you sat down and had an eye-opening conversation about your money, life, and goals?
Executive Benefits
- Supplemental Life & Disability Income Protection
- Business Insurance
- Succession Planning
- Buy-Sell Agreements
Personal Strategies
- Life and Disability Income Protection
- Long Term Care Insurance*
- Money Management
- Wealth Accumulation
- Estate Planning
Investments
- Bonds
- Stocks
- Mutual Funds
- Exchange Traded Funds
Who We Serve
Helping investors from every background.
Retirement
Get a plan, and stick to it!
Business Owners
Supporting small businesses
Working Professionals
Make your money work for you
Women
Understanding your unique needs
How It Works
As simple as one, two, three.
We'd love to learn more about you and your financial goals. Our form is the best way to schedule a complimentary introductory call.
01
Let's get to know each other
The more we know about you, your finances, and your goals, the better we can help.
02
Let's make a plan
We'll provide an amazing experience and a financial strategy that works with your lifestyle.
03
Let's stick to the plan
Life is always changing, and so are you. We'll be by your side through every twist and turn.
Leadership
Long-term relationships that encourage open and honest communication.
Scot Davis
President and CEO
Erik Antener, CExP
Director of Wealth Management
Terri Hoffman, CLU, CExP
Managing Associate and Financial Advisor
Get Your Financial Journey Started Today
Get your financial journey started today.
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk.
