Here's How We Do It
Instead of putting you on an assembly line in a financial planning factory, we take the time to understand your personality, your situation, and your ultimate goals.
We evaluate everything, from tax strategies to estate planning, to your investment portfolio, and everything in between. Since we don’t sell products, if you need an area covered by an expert, we connect you to one of our strategic partners.
We Build Financial Relationships
This is a long-term relationship, and just like any long-term relationship, it’s built on trusting each other, being honest in communication, and following through on commitments. These are core pillars of how we’ve operated for more than 30 years, and these are the same things we do for you everyday.
Leave the Unknown Behind and Move Forward with Clarity, Confidence and Certainty
How We Help You
Strategic Services
- The Values Filter Development Process
- Exit Strategies
- Creating your Ideal Calendar
- Financial Road Map
- Wealth Team Coordinator
Traditional Services
- Total Balance Sheet Overview
- Financial Planning
- Investment Management
- Investment Consulting
- Portfolio Management
Strategic Partner Services
- Basic & Advanced Estate Planning
- Tax Planning
- Advanced Insurance Design & Placement
- Business Transfer
- Risk Management
How Does It Work?
Our 3 step approach provides a personalized experience to assist with the management of your assets and wealth.
1
We Look at Your Long-Term Vision
Why? Because your retirement should serve what you want, not what an advisor wants. We can’t build a plan if we don’t know where you want to go.
2
We Create A Financial Road Map
A financial plan that includes a Kolbe® and Money Max® survey, that gives us a strong sense of how to work together with your unique personality, financial situation, and long-term goals.
3
We Align Your Total Balance Sheet
Your balance sheet (liquid and illiquid) aligned with your core values creates clarity, confidence, and peace of mind.
Don't Leave Your Future to Chance
If you’re ready to move from uncertainty to confidence in your wealth and retirement, schedule a call with Spectrum Asset Management today. We’re ready to help build the right plan for your desired future.
