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Services

Specialized Services That
Deliver Peace of Mind

Achieving your goals takes more than just resources; it requires careful planning and the skill to translate dreams into reality. Sparkmon Advisory helps you turn that effort into the results you’ve worked hard to achieve.

Sparkmon Advisory provides current and retired McDonald’s restaurant owners and other high net worth individuals with the understanding and expertise needed to make the future everything you’ve hoped for. For everything from next-generation planning and efficient tax strategies to estate planning and helping you reap the true value in your business, you can count on the professionals at Sparkmon Advisory.

With over 45 years of experience in consulting, tax and estate planning, we are well-versed in the challenges that McDonald’s owner/operators and other business owners face in turning the fruits of your business labors into the lifestyle you want. Working as a team with attorneys and investment advisors, Sparkmon Advisory delivers strategic insights and services that include:

Customized tax planning

Estate and trust
administration

Planning for estates
and trusts

McDonald's restaurant
business valuations

Business succession plans

You have too much invested to take chances with your future. Contact Sparkmon Advisory Services today to learn how we can help you achieve the most important goal of all: your peace of mind.

With over 45 years of experience in consulting, tax and estate planning, we are well-versed in the challenges that business owners face in turning the fruits of your labors into the lifestyle you want.

Contact Us

You have too much invested to take chances with your future.

In addition to the obvious help you might expect from a CPA, Richard guided us through establishing family trusts and has served as trustee for those trusts since—vigilantly insuring all the monies are wisely invested and making changes in financial advisors when needed, and then further assisting the trust beneficiaries with financial planning.

Nancy Barnes