Looking to retire
 

Pre-Retirees

You're looking for a trusted advisor/partner to guide you to and through your retirement years…toward financial independence and a simpler, less stressful financial life long term.

Planning for your retirement income is essential as is the unexpected. You’ll retire only once, while we’ve helped hundreds of clients like you navigate it with a research-based, tax-efficient approach for each stage of their financial lives.

Learn more >

 
test images 2

Looking to retire
 

Special Needs Families

You have a special needs child or adult and are trying to figure out how to make your money last two lifetimes. We know first-hand how hard it is to plan for two lifetimes, let alone one. At Spectrum Financial Partners, our goal is to be a significant long-term resource for other families that want to know that (a) it’s going to be okay, (b) they aren’t alone, and (c) people are here to help.

Learn more >

 
test images 2