What you can expect: 

Our commitment to the community extends beyond simply offering financial products and services. We are committed to helping people evaluate their financial situation and giving them the tools to make good financial decisions. We'll establish a working relationship with you only when you're confident we can be of service to you. We want you to understand your options and to know how you will benefit from our services. 

Spectrum Financial Group Planning Philosophy:

  • Help identify your Personal Goals- Financial Dreams

  • Outline your Family Obligations - Children, Spouse, Aging Parents

  • Analyze Spending Patterns:  Income vs. Expenses

  • Review Debt – Create Plan to Eliminate it

  • Uncover strategies to reduce tax exposure now and later

  • Estimate Retirement Living Expenses

  • Estimate Future Retirement Income - Pension, Social Security, Savings

  • Create Savings/Investing Plan to help you achieve your Goals

  • *Implement Plan, Monitor Annually, **Update as Needed

Finding your way to financial security can seem overwhelming in today’s complicated world. With so many responsibilities and priorities it’s hard to know even where to begin making decisions for you, your family and your business.

There’s so much to think about- making sure your family is taken care of, even if you can’t be there for them, planning for the long, comfortable retirement, running your business, on your own or with partners; leaving a legacy for your children and grandchildren.

That’s where Spectrum Financial Group can help. We have years of experience providing individuals just like you with financial strategies including insurance protection, planning for retirement, and estate planning*. We are also knowledgeable in helping business owners protect the businesses they’ve worked hard to build, and securing plans to keep them thriving for generations to come.

 

Whether you are looking toward a milestone event like retirement, or looking for financial protection for your family or your business, Spectrum Financial Group will provide you with personal attention, insight and guidance so you can feel confident that you’re on the road toward financial security.

Spectrum Financial Group can help with the strategies critical to your financial future:

Financial Protection: Your income generates your cash flow, which determines what your lifestyle will be. What if you become disabled due to an illness or injury and can’t work or die unexpectedly? Your plans should begin with a foundation of insurance protection, along with strategies to help build wealth.

Business planning: Is your business protected against the loss of an owner or key employee? Are you doing all you can to attract and retain top talent? Do you have a plan to pass your business to the next generation?

Planning for retirement: Are you on track to retire when and how you want to? Do you have a plan to take income from your retirement assets? It’s never too early or too late to start planning for a long, comfortable retirement.

Leaving your legacy: A well-designed estate plan can help minimize tax liability, fund a favored charity, help ensure your loved ones will be cared for, and provide you with the peace of mind that you will be remembered the way you want to be.

Here are some of the services Spectrum Financial Group can offer to help

you manage risk and build assets for a more secure financial future.

Individuals and Families

Personal Insurance

  • Life Insurance

  • Disability Income Insurance

  • Long Term Care Insurance

Retirement Planning

  • Individual Retirement Accounts (IRA)

  • IRA rollovers

  • Annuities

Estate Planning

  • Estate tax minimization strategies

  • Professional asset management

  • Wealth transfer strategies

Business Owners

Business Protection Planning

  • Buy-sell funding options

  • Key employee insurance

  • Succession planning

Executive Benefits Planning

  • Deferred compensation plans

  • Executive bonus plans

  • Split dollar arrangements

Contact

13455 Noel Rd. 20th Floor

Dallas, TX 75240​

Fax: 972.246.1899

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© 2017 by SFG

© 2017 Spectrum Financial Group.

Securities, investment advisory and financial planning services are offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC www.sipc.com Supervisory address: 13455 Noel Rd. 20th Floor Dallas, TX 75240 972.458.9907 - CRN201909-218040