Awesome tax planning company US? With that information, our advisors develop a personalized asset allocation, compare and contrast the client’s current portfolio to that allocation, and research different investment solutions to implement a new strategy. We understand having your assets allocated properly means an increased chance for success in attaining your unique financial goals. Our firm’s approach to asset allocation is time-tested and is the fundamental building block to wealth creation, preservation, and generational planning.
James Westermeyer, Family Wealth Advisor and Managing Partner at Spectrum Wealth Partners, coaches his clients to success by helping them make the best decisions possible regarding their wealth. In particular, he helps clients identify and implement strategic and creative solutions to addressing estate, business succession, and investment planning challenges and opportunities. These solutions help enable his clients to keep what they accumulate, conserve and protect their wealth, and distribute their assets with a focus on reducing taxes and complexity.
Spectrum Wealth Partners utilizes strategic relationships with benefit carriers, technology vendors, and administrators, which allow us to focus on the needs of our customer. Our mission is to deliver the most efficient, fiscally responsible benefit program to every relationship. We want to be sure your benefits and human resource goals fit your strategic business goal. Aside from selection and implementation of optimal human resource and benefits system, we also form partnerships with our clients through implementation of new benefit plans, customization of eligibility platforms, and ongoing communication of benefits information to employees. Read more info at financial planning.
Spectrum Wealth Partners is a preeminent fee-based financial planning firm with prodigious experience in asset management, business continuity and wealth transfer strategies. We provide clients with fee-based retirement, estate and business succession planning, as well as related estate tax, investment and insurance strategies. Our name and reputation have been built on servicing each client as if he or she were our only client. The personal attention we provide is one of the primary reasons that many of our clients become partners for life.
Unless otherwise identified, Associates on this website are registered representatives of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer and a registered investment advisor. Member SIPC. Insurance offered through Lincoln affiliates and other fine companies and state variations thereof. Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates. Firm disclosure information available at www.LFG.com. Find additional information on here.