In addition, we have established strategic alliances with other professionals including CPAs and Attorneys. This collaborative 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 provide the best solutions to serve our clients.
Spectrum Planning Group is dedicated to assisting our 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, you can be assured that your engagement will receive dedicated and professional handling.
Spectrum Planning Group partners with Kovack Securities, Inc., and Kovack Advisors Inc. one of the preeminent independent broker/dealers and RIAs in the United States. This alliance ensures that clients receive a wide variety of investment choices to compliment their goals. It also helps the company best serve clients in a seamless and efficient manner by providing back office, investment, and technology support.
Spectrum Planning Group is a financial planning practice that focuses on providing personal retirement and investment advisory services to individuals, families and small businesses. Our sister companies, LTC Spectrum, Inc. and Spectrum P&C Group provide insurance planning focusing on Long Term Care, and Property and Casualty Insurance.
Spectrum Planning Group is committed to helping our clients meet their financial needs by providing independent financial advice, personalized service and tailored solutions to enhance our clients' portfolios.
Advisors at Spectrum Planning Group draw upon the expertise of product specialists in investments, planning, and retirement services to develop and execute an investment strategy designed to follow each client's unique objectives.