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Asset Management

Retirement Planning

Family Issues

Financial Advising


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.

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