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What's Your Risk Number??

Is your investment portfolio invested according to your risk tolerance?  Do you know your risk number?

Financial Report

Our Services

Personal Services

Retirement

Planning

The only way you can truly enjoy your retirement is if you have planned and prepared accordingly.

Wealth

Management

In this volatile economic environment, managing your investments well is more important than ever.

Tax Planning

Wouldn’t you like to pay only what you truly owe and have the opportunity to preserve your income?

Financial

Planning

Getting your finances in order will not only empower you to make better decisions today, but can help you meet the goals you’ve set out to achieve.

Insurance

Planning

Insurance is something that many people think they don’t need, yet going without it can have dire consequences.

Questions?

Don Goerner is an investment advisor representative and ready to help you Plan to Succeed. Call (972) 619-9667

Spectrum Business Services

401k Employee Benefit Planning

 

Do you own and operate your own business? If you have any employees working directly for you, what type of benefits are you currently offering them? Finding the right set of benefits and managing them yourself can be tough, especially when working in your business consumes much of your time.

If you’re having a hard time managing your employee benefits, now might be the time to consider passing the torch. Fortunately, we can make that process simple and painless.

Giving Your Employees What They Need

 

At Spectrum Wealth Management, we know what it takes to keep your employees happy. We understand that different businesses need different benefits, ranging in a variety of shapes, sizes and styles. Our goal is to help you put together a comprehensive benefit package that is both helpful in retaining your employees and affordable. In addition, we can help manage those benefits, taking the stress away from you and allowing you to get back to doing what you do best – operating and growing your business!

We Can Do it All

 

When it comes to employee benefits, our experience runs deep. We work with you along with other industry specialists every step of the way to ensure that you get exactly what you want and need!

In addition to your traditional employee group benefits, we help you design a retirement plan for your business that allows you the owner to receive maximum benefit from existing tax laws. So in addition to helping your employees start saving for their retirement, you also enhance your ability to contribute for your own retirement

Asset Protection

 

There’s no hiding the fact that we live in a society where litigation is becoming more common. No matter which direction you turn, a potential liability could be lurking in the shadows. As if the distraction and anxiety of a lawsuit isn’t bad enough, imagine if your assets aren’t protected. That can essentially leave anything you own up for the taking, and seriously jeopardize your plans for the future.

Protecting Your Assets is Critical

 

Asset protection is absolutely crucial. By creating and implementing a strong asset protection plan, you may be able to shield your personal assets from becoming susceptible to a potential liability or lawsuit. That means you can put your worries to rest and keep your mind at ease in the event of any unexpected litigation that may come your way in the future.

Our Asset Protection Planning Can Help

 

We understand the importance of keeping your assets protected. With our asset protection planning services, we utilize our focused planning process to develop a balanced asset protection plan that will ensure your assets remain safe during any potential litigation or any other situation in which your assets are at risk of being seized.

You never know what the future may bring. Taking the steps to ensure your assets are safe now is the only way to stay protected. It’s not just the right move – it’s the smart move.

Get in Touch With Us Now

 

Look – we understand that you have a business to run. That’s why we want to help you and your employees stay on the right track with the perfect benefit and retirement package. Do yourself a favor and get in touch with us today to schedule an appointment. It will only take a few minutes and will give you the extra edge you need in keeping your workforce loyal and dedicated.

Business Services
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