Welcome to Spectrum Financial Group
We believe in being advocates for our clients. We put your interests before all others. We will help you to get your house in good order, insure your maximum human life value, and help you leave a legacy. Impacting the quality of life in the community is what matters most.
When it comes to personal finances, our commitment extends beyond most people’s definition of a conventional advisor-client relationship. When we agree to engage with you, we recognize that we are in this together – for better or for worse.
Everything good that we want for our families, and ourselves, is what we want for you as well. Years of experience tell us that along the way, life may throw you an unexpected curve ball or two. When that happens, where will you turn for advice? Who will be your first call? Who will be your guide? Our hope is that over the course of our work together, you will see in us what so many of our other clients already have: experience, expertise, and reliability - and turn to us.
Combined over 200 years' experience in the financial world. Our experience has given us perspective into the importance of dependable solutions for our clients.
Spectrum Financial Group has the horse-power of a Fortune 100 (FORTUNE June 2016) company through Massachusetts Mutual Life Insurance Company (MassMutual)*. Our strong financial stability and a broad range of products coupled with personal service and collaboration is why people love working with us.
The relationship with our clients is the most important part of what we do. We work hard not only to earn your trust, but to keep your trust as well.
Our clients rely on us for many reasons, including:
Our Commitment to You:
When it comes to financial planning and the investment of your money, we understand that trust in your advisor is paramount. Everything we've previously discussed boils down to validating this trust. In summary, we promise to:
Act in your best interest when providing advice and service and act in a fiduciary capacity
Build financial plans and investment strategies around your articulated goals, ambitions, and needs
Treat you with the same care and consideration as if you were family
Be upfront and honest about all services we provide to you
“Help others achieve their dreams and you will achieve yours.” – Les Brown
-Awarded Favorite Financial Services Firm in Addison Readers' Choice Awards for 2017
-Awarded Five Star Wealth Manager 6 award for 2015 and 2016
All of the companies listed on the right are third party vendors we work with to enhance our client’s experience. These are unaffiliated companies.