Spectrum Financial Resources
Spectrum Financial Resources is a full-service financial planning firm with a history of helping our clients work toward their goals for financial well-being. We are trained professionals with over 100 years of combined experience. It is always our objective to establish long-term relationships with our clients, and this is evidenced by the fact that many of them have been with us for at least 15 years.We make the following commitments:
- To develop a deep understanding of our client's needs and lifestyle.
- To help manage and coordinate all aspects of our client's financial situation including investments, income taxes, retirement and estate planning.
- To offer strategies to best meet a clients unique needs and accomplish their objectives.
While developing a customized financial program, we will walk you through a step-by-step process that will help you feel confident in your decisions. Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services:
- Portfolio Evaluation & Management
- Retirement Strategies
- Income Tax Evaluation & Planning
- Insurance Evaluation
- Education Funding Planning
- Estate Planning.
We invite you to experience the Spectrum difference for a brighter tomorrow!
Call 248-643-0033 for a free consultation!