Spectrum Planning Group provides “One-to-One” personal service to enhance our clients’ portfolios, to minimize taxes and to maximize estate transfer opportunities.

We have established relationships with other professionals including CPAs and Attorneys. This team approach allows us to pool our talents in the areas of Portfolio Management, Estate/Gift Planning and related tax strategies, while maintaining an independent posture to select the best products to serve our clients.

Spectrum Planning Group is committed to assisting its clients achieve their own specific financial goals with respect to the accumulation, growth, preservation, and distribution of their wealth. Whether your planning process centers on the resolution of a few issues or a comprehensive financial planning analysis and the creation of a complete financial plan, with a separate and independent phase that includes the implementation of detailed and specific recommendations, you can be assured that your engagement will receive dedicated and professional handling, and the highest quality service possible.

Spectrum Planning Group is affiliated with one of the fastest growing and most prestigious independent broker / dealers in the United States. As Financial Planners we can also assist you in the setting and realization of your long term financial goals and objectives through an objective process for a fee. The resources available through this affiliation are extensive and unparalleled.

h