ABOUT
THE FIRM

Once you retire your goals and needs change drastically. You need a retirement advisor that understands how to help you by providing solutions to your unique challenges:
  • Asset 17 Create a retirement income stream that you and your spouse cannot outlive!
  • Asset 17 Pay fewer taxes in retirement!
  • Asset 17 Optimize Social Security so you receive every nickel you are entitled to!
  • Asset 17 Protect your savings from skyrocketing healthcare costs, inflation and higher taxes!
  • Asset 17 Build a portfolio, based on your needs, so you can get the best returns, with the least risk possible.

With over 33 years of providing professional advice, Keith Springer has the experience and expertise to help you retire with confidence.

Our holistic personal approach is distinctive in the industry. We identify not just your financial goals but your life’s goals.

How will you pay for your children’s college or assist your aging parents? What kind of legacy do you wish to leave? How much money do you need to live comfortably for the rest of your life while taking the least amount of risk possible? Your answers guide us as we take the helm of your wealth management strategies. As your needs or the market changes, our ongoing management process ensures your assets evolve as well. Planning for an entire lifetime is a complex and dynamic process.

A smart plan considers many variables including inflation, mortgage protection, sky-rocketing health care costs, longevity, long-term care, ever-changing rules on Medicare, economic trends and shifting population demographics. Our comprehensive and integrated approach helps you fully understand the issues and make informed decisions. We present the options, you make the choices. Springer Financial Advisors is a fee-based Registered Investment Advisor—which means we do not charge commissions for transactions or loads on mutual funds. We never receive any incentives to use an investment in our client portfolios. This puts us on the same team with you, eliminating the pressure to buy and sell, and freeing us of the conflict of interest that often exists with traditional brokerage relationships.

our team

Keith Springer President

Keith Springer is the author of “Surfing the Retirement Tsunami – Your guide to staying afloat and retiring comfortably” and “Facing Goliath: How to Triumph in the Dangerous Market Ahead,” radio host of “Smart Money with Keith Springer” on NewsRadio 1530 KFBK. Keith can also be seen on CNBC, FOX Business, the Wall Street Journal, Fortune, CNN Money and other news outlets.

Keith is also President and Founder of Springer Financial Advisors in Sacramento, CA, an SEC Registered Investment Advisory Firm specializing in investment and retirement planning and has been providing professional wealth management advice for over 33 years. All written and verbal content is original material, solely owned and paid for by Springer Financial Advisors.

Deanna Erdman Director of Operations
Compliance Officer

Deanna joined our team in May 2016 as our Director of Operations and Compliance Officer. She manages the operation and sales team as well as acts as a compliance officer. Deanna worked as an insurance agent and brings over 10 years of experience in financial services management. She is California life insurance licensed and a Certified Notary Public. Outside of work she enjoys her grandchildren, travelling and reading.

John Guess Investment Advisor Representative

John worked as an agent before joining our team in April 2017. He grew up in the Bay Area and graduated from St. Mary’s College with a BS in Economics. He will be transitioning from Paraplanner to Advisor and will enjoy working with business owners and families to create plans for their successful retirement. John is an outdoor enthusiast and divides his time volunteering with St. John’s Lutheran in Sacramento, Bayside Roseville and works with Habitat for Humanity.

Heather Whitely Client Service Assistant

Heather assists with client service and account administration. She has four years of financial industry experience and will complete her Bachelor of Science in Business Administration focusing on Finance and International Business in the fall of 2017. Outside of work, she enjoys baking, crafting and volunteering with various groups.

Keith Springer is the author of “Surfing the Retirement Tsunami – Your guide to staying afloat and retiring comfortably” and “Facing Goliath: How to Triumph in the Dangerous Market Ahead,” and radio host of “Smart Money with Keith Springer” on NewsRadio 1530 KFBK.

Keith can be seen on CNBC, FOX Business, the Wall Street Journal, Fortune, CNN Money and other news outlets. Keith Springer is also President and Founder of Springer Financial Advisors in Sacramento, CA, an SEC Registered Investment Advisory Firm specializing in investment and retirement planning and has been providing professional wealth management advice for over 33 years.

Keith graduated from Clark University in Worcester Massachusetts with additional studies at Kings College, University of London, England. His career began in 1985 with Merrill Lynch in his hometown of Boston where he completed his financial consultant training in 1987. In 1990, he moved to California to study advanced portfolio management and investment management studies. By 1996, he felt his clients’ interests would be best served by becoming independent, so he formed Springer Financial Advisors where he continues to serve as president today.

Keith is a member of the Society for Financial Awareness (SOFA), delivering free seminars and workshops for companies, civic organizations, and church groups. He is a Registered Financial Planner with the Registered Financial Planners Institute and a master certified member of the prestigious HS Dent Advisors Network. He is also a member of the director’s circle for the Crocker Art Museum, the conductor’s circle for the Sacramento Philharmonic, a member of Rotary International and a Paul Harris Fellow for over 20 years and founder of the Springer Turkey Challenge, helping to feed those most in need in the community since 1998. All written and verbal content is original material, solely owned and paid for by Springer Financial Advisors. Keith can be reached at 916-925-8900 or Keith@KeithSpringer.com.

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