You Deserve Stability in the Midst of Uncertainty
Spectrum Asset Management helps you to navigate the days ahead with wealth planning and financial guidance.
Spouses in Transition
Losing a spouse is hard. Everything changes. In the midst of uncertainty, one thing should be certain: your financial future. You and your spouse worked hard for decades to build a life you deserve. Don’t worry over what happens next.
When everything changes, your finances shouldn’t feel up in the air too. At Spectrum Asset Management, we’ve helped more than 350 families find confidence, clarity, and peace of mind in their wealth plans.
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.
Losing a spouse is hard. Everything changes. In the midst of uncertainty, one thing should be certain: your financial future.
Download our free PDF of the 10 financial tips for women in transition after the loss of a spouse.
Discover Confidence In This Season of Change
You shouldn’t have to deal with uncertainty in your finances. Let us help you navigate the days ahead so you can move forward with peace of mind.
