New at Spectrum

- Congratulations Krista! Krista joined the partnership and is now an owner of Spectrum Financial Partners, LLC. As everyone who has had the pleasure to work with her knows, Krista is exceptional at her job and an essential part of Spectrum. From the start, our intention was for her to participate in the ownership and the time has finally arrived. Welcome aboard!

- We deepened our ESG (Environmental, Social and Governance) resources. We now have access to powerful software that allows us to drill into mutual fund and ETF holdings and learn about the ESG scores and details of the companies in our investments. We can run most any publicly traded portfolio through the analysis. Give us a call if you have a portfolio (at your 401k for example) that you would like us to examine.

- Want us to run an analysis of your tax return to identify possible tax savings? Give us a call and we’ll send you a report based on your 2021 filing.