Who We Serve
Who We Serve
Who We Serve
Associated with Commonwealth Financial Network®, a Registered Investment Adviser and Broker/Dealer
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. You’ll retire only once, while we’ve helped hundreds of clients like you navigate it with a research-based, tax-efficient approach.
Tech Professionals
You are making a mid-career change and have to deal with the complexities of your financial situation (cash, stock options, tax exposure).
Perhaps you’ve never engaged a financial advisor or rarely in one-off situations. Your financial situation is complex. As your trusted advisor/partner, we make them simple with a complete plan to take control of your financial life.
Special Needs Families
You have a special needs family member 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 a day when you aren't around. At Spectrum Financial Partners, our goal is to be a significant long-term resource for other families. We want you to know that (a) it’s going to be okay, (b) you aren’t alone, and (c) people are here to help.
