Spectrum Advisors, Inc.
15301 Spectrum Drive, Suite 115
Addison, TX 75001
Tel: 972-931-3700
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Spectrum Advisors
Retirement Income Planning
Retirement Income Planning focuses on clients who are fast approaching or have already reached retirement. It is at this time when their assets are needed to generate income. The need to protect and preserve principal, while staying ahead of inflation, presents special challenges. Tax efficiency is also important as our clients' access both taxable and tax-advantaged "buckets" for supplemental income.
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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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