We begin with the end in mind.
“To begin with the end in mind means to start with a clear understanding of your destination. It means to know where you’re going so that you better understand where you are now and so that the steps you take are always in the right direction.”
– Stephen R. Covey
The Lodestar journey is elevated by three fundamental pillars.
- We save our clients time through the automation of routine administrative tasks
- We save our clients thousands of dollars on taxes annually through our effective tax planning
- We save our clients from stress and anxiety by ensuring their compliance with the latest IRS regulations
At Lodestar Advisors, we chart a custom growth path for each of our clients because we understand each individual, each business, has their own path with their own unique challenges. We offer a thoughtful and measured solution—to clearly see where you are and be confident in where you are going. Rather than just providing annual tax support, we’re working with you throughout the year to plan for the future, handle your changing needs, and evaluate your performance in an ongoing and consistent basis.
We’re not an IT company, but we believe in cloud-based solutions that allow our clients to easily access their information and work from virtually anywhere. We can make you a believer too! After learning more about your needs, we’ll make a customized recommendation and even help you set up everything. So you’re not taking more of your time away from the tasks that matter the most—you’re just increasing your efficiency.
Ultimately, our success is driven by your success. We look at taxes as a report card, rather than a focus. With the right planning and projections in place, there will be fewer surprises along the way. See what the Lodestar Advisor approach can do for you and your business.
Robert spencer, CPA
With over 25 years of financial services industry experience, Robert has a true passion for the business that translates into the tenacity and positive attitude on which his clients rely. Recognizing that finding the right solution is the most important ingredient in a client’s success, his strength is in his ability to understand their needs and deliver appropriate services to make a real difference.
Prior to starting Lodestar Advisors, Robert spent over ten years building his career in the investment industry. Working at a large regional bank, Robert led business process improvements for delivering the appropriate investment and retirement solutions to individuals and business clients. He also spent several years performing business valuation and integration activities. Robert has spoken at industry conferences on various topics related to customer relationship management. Prior to his financial services experience Robert worked at a public accounting firm completing audit, review and compilation services as well as a variety of tax returns.
Robert earned his BS from Towson University. He is a licensed Life & Health Insurance Producer, Certified Public Accountant (CPA) and a Registered IRS Tax Preparer.
Starting Lodestar Advisors presents an excellent opportunity to enable Robert to expand upon his extensive knowledge and experience to provide clients a more holistic approach to meeting their financial needs.