951 Yamato Rd. Ste. 201
Boca Raton, FL 33431
(561) 982 - 0001
Commitment
to our clients
Our goal is to have you and your family clients for life. We work diligently to provide you with professional advice and insight to improve your long term financial success. We know we must continuously provide value to the relationship you have with us. Our experience, the solutions we offer, and most importantly, our desire to communicate with your family and other advisors, can reduce the stress that can come with the various transitions in life.
Asset Management
Asset Management
We offer a full range of financial services, asset management and a broad array of investment products.
Retirement Planning
Retirement Planning
& Long Term Care Planning
Learn how to save your assets for other than long term care, and preserve the quality of life for your spouse and loved ones.
Family Issues
Family Issues
Find out how we can help with:
Geographical boundaries, communication barriers, adult care giving needs, cognitive health issues, and more...
Financial Advising
Financial Advising
Life is full of major milestones that require a long term strategy...
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.
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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.
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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.
