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"Financial Freedom, Lasting Happiness, Fulfilled Legacy.
You envision it; the goal of your Spectrum team is to help achieve it." 

Households

  • Family Budget
  • Financial Planning
  • Asset Management
  • College Planning
  • 529 Plans & Edu IRA
  • Rollover IRAs
  • 401K Allocation
  • Weddings
  • Life Insurance

Pre-Retirement

  • What retirement lifestyle can I afford?
  • How much do I need?
  • When should I retire?
  • How should my assets be allocated?
  • How can I minimize taxes?
  • Long-Term Care Insurance?

Retirement

  • Lifestyle Planning
  • Income Planning
  • Protecting Income
  • Tax Strategies
  • Asset Management
  • Senior Life Stage Plans
  • Charitable Giving
  • Legacy Planning

Business

  • 401K & 403(b) Plans
  • Cash Balance Plans
  • ERISA Fiduciary Coverage
  • Employee Education
  • Key Man Insurance
  • Deferred Comp Plans
  • Succession Planning
  • Business Sell Strategies

80 + years' experience serving multi generations of clients


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