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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?

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Resources

Case Studies

Want to learn more about our Spectrum Wealth Management helps people Plan To Succeed?  Check out some of our case studies!

01/ Jim and Sue

Learn how we helped them deal with a few surprises on the road to retirement…

02/ Sara

See how we helped her build a new life for her children following divorce…

03/ Bob and Lisa

Bob was a do-it-yourself investor and uneasy about the stock market…

04/ All Temp Heating and Air

Steve had built a business, but without him- what was it worth??

Current Client Links

Websites of interest… (click to follow links)

Downloads

Check out some of these helpful articles from our resource library!

Selecting a Financial Advisor

The Benefits of a Comprehesive Financial Plan

Sailing Markets and Rowing Markets

Thoughts About Annuities

Are Alternative Investments For You?

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Do You Need Our Help?

Not sure if a financial planner is right for you? If you say “YES” to any of these questions below, you would likely benefit from our help

Are you concerned about your income taxes and fear that you may be paying more than what you legally owe?

(Scroll for more common retirement concerns)
Case Studies
Client Links
Downloads
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