Your Dreams Matter
At Spectrum Advisors, we believe everyone should be able to live the retirement they’ve always wanted. Our team of professionals can help you create a well-thought-out strategy, using a variety of retirement planning strategies, designed to help you address your financial needs and concerns.
360° Review
If you don’t know where you want to go, how will you know when you arrived? We guide our clients through our 5 Star Wealth Map to help define your unique financial goals and concerns, and then develop a customized strategy to help you address them.
1. Discovery Meeting
Connect — understand you and identify your needs/concerns
Conceptualize — share how we can help you
Commit — next steps based on mutual commitment
2. Strategy Session
Clarify objectives – review concerns identified in discovery meeting
Revision of assumptions — review initial plan and make any necessary adjustments
Establish clear direction — engage in financial planning agreement outlining steps going forward
3. 5 Star Plan
Present and review your plan
Educate on different strategies
Prioritize actions steps
4. Implementation (Spectrum's responsibility)
Put in place your specific strategies
Keep you posted of progress
Communicate when all is complete
5. New Client Welcome
Delivery of all planning action steps
Recap of your 5 Star Plan
Share ongoing service model for our long-term relationship
We offer services in these three areas:
Create
Prepare for retirement by putting your hard-earned assets to work.
Protect
Protect the assets that can help you live the retirement you’ve always imagined.
Preserve
Provide for the people and causes you care about the most.
We can also refer you to professionals who provide the following services:
Trusts
Probate
Charitable Giving
Estate Planning
Tax Planning
Ready to take
The Next Step?
For more information about any of the products and services listed here, schedule a meeting today or register to attend a seminar.
