Spectrum Advisors, Inc.
15301 Spectrum Drive, Suite 115
Addison, TX 75001
Tel: 972-931-3700
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Spectrum Advisors
Financial Planning Services
"If you don't know where you want to go, how will you know when you have arrived?"
Financial planning is a process designed to define your unique financial goals and identify your concerns. We then develop a comprehensive and sophisticated financial model customized to achieve your goals.
Our process contains six steps:
- Establish and define the advisor-client relationship
- Determine your goals and gather quantitative and qualitative data
- Analyze and evaluate the data
- Develop and present a plan
- Implement the plan
- Monitor the plan
We utilize interlocking strategies and combine the elements of financial planning, estate planning, asset protection planning and business succession planning to develop observations and recommendations to address your concerns and systematically fund your goals. We utilize this financial model as a "what if" machine to project the interrelationships of future expenses, asset values, income sources, investment results, taxes, inflation, life expectancies and all the other lifestyle issues you will face.
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Mike Reppert offers securities through Kalos Capital, Inc. and Investment Advisory Services offered through Kalos Management, Inc., both at 3780 Mansell Rd., Suite 150, Alpharetta, GA 30022, (678) 356-1100. Spectrum Advisors, Inc. is not an affiliate or subsidiary of Kalos Capital, Inc. or Kalos Management, Inc.
Donald Goerner offers securities through Purshe Kaplan Sterling Investments,
Member FINRA / SIPC; 18 Corporate Woods Blvd., Albany, NY 12211
Financial Planning and Investment Advisory Services offered through
Spectrum Advisors, Inc., 15301 Spectrum Dr., Suite 115, Addison, TX 75001
Spectrum Advisors is not an affiliate or subsidiary of Purshe Kaplan Sterling Investments
Not FDIC insured. Not bank guaranteed. May lose value, including loss of principal. Not insured by any state or federal agency.
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