At Spectrum Financial Inc. we are proud of our attention to detail and more importantly attention to you our client. We take the time to learn about your needs & goals and how they will shape our relationship. With that noted, we want to offer you some of our very best resources.
If you wish to ask a question of an advisor or book a complimentary appointment call (828) 328-9551
Women & Investing
A Financial Guidebook for Women
Women investors face many opportunities and challenges to building wealth and securing their financial futures. We developed this resource as a guidebook for women who are seeking perspectives on how to take control of their financial lives.
Peace Of Mind Checklist
A Simple Tool for Organizing the Vital Documents of Your Life
Everyone has an array of legal, financial, professional and health care documents to organize and track. We created this checklist organizing these in a comprehensive all-inclusive manner. This is a great document to use and also share.
Dovetail
A Comprehensive & Complete Wealth & Records Management Solution
Trying to keep a budget, track daily expenses, set goals, monitor goals and understand true account performance? Dovetail is your solution. In addition, it provides an unlimited electronic storage vault for digital records of important legal agreements, key documents, photos and other things you want accessible and archived.
To acquire your FREE toolset access, contact us via phone at (828) 328-9551 or at Dovetail@sfi2retirewell.com