Our Mission

We empower our clients to embrace their financial future with optimism and the confidence of knowing they have a plan in place to not outlive their money.

Our clients want to be kept informed and updated on a regular basis, but they want to delegate the day-to-day investment decision making and execution to our firm and not try to micro-manage along the way. They often do not have the time, interest, emotional wiring or the background (or some combination of those) necessary to navigate the world of investing over a long period of time without some assistance. They want a trusted and competent advisor handling this part of their life.

Life is full of changes, and each comes with its own unique challenges. At Spectrum Financial Incorporated, we provide a caring, comfortable atmosphere for our clients, many of whom first come to us during an important transition in their life. Whether you are working through a divorce, the loss of a loved one, or dealing with the challenges that accompany retirement, we are ready to guide you through the process, helping you to confidently pursue financial independence.

At Spectrum Financial Incorporated, we are committed to guiding and empowering you to make knowledgeable decisions as we collaborate in pursuit of your personal goals, your financial well-being, and the welfare of the people and causes most important to you.