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Services

Spectrum Wealth Management offers a wide variety of services designed to manage your wealth, help you meet your financial goals and secure your financial future. No matter what you’re looking for, we will give you the individual attention you need to come up with the proper plan to help you get closer to where you want to be in life financially.

Retirement Lifestyle Planning

Quickly approaching your retirement date? Let us ease your stress through careful planning and preparation so you can sit back and enjoy your golden years! We work to help you maximize your retirement income and guard against outliving your assets.

Wealth Management

Keeping a close eye on your wealth is the only way to ensure financial success. We help you build and manage a broadly diversified portfolio of traditional market investments as well as alternatives to maximize your potential returns with reduced exposure to market events.

Financial Planning

Meeting your personal financial goals is tough if you don’t have a well-conceived path to follow. We help you “bridge the gap” between where you are today and where you want to go and devise a unique plan to secure the present as we plan for your future.

Business Continuation and Succession Planning

What happens when you want to retire from your business or the unexpected prevents you from being able to run it? Our Business Continuation and Succession Planning will provide answers to those questions, allowing you to erase any worries and continue to enjoy the success and benefit from the growth of your business!

Tax Planning

Many people pay more than their fair share of taxes each year, yet they don’t know what they can do to reduce it. Work with us and we can help you discover ways to reduce your taxes and allow you to keep more of your hard earned income!

Insurance Planning

A number of things can go wrong when you least expect them to. Insurance can provide a safety net for those unexpected events, but choosing the right insurance is critical. Our Insurance Planning services will help you identify risks present in fulfilling your plan and then help you find the right policy that fits your needs.

Asset Protection

Living in a society where litigation runs high, protecting your assets is absolutely crucial. We will help you position your assets to maximize their safety so that you can rest easy knowing that you have a ‘nest egg’ that can’t be stripped away by unfortunate events or litigation.

401k Retirement Plans and Employee Benefits

Setting up and managing retirement plans and other employee benefits can be daunting and time consuming. Let our experience help you create the perfect 401k and benefit plan that will keep you and your employees happy.