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For every generation
Our goal is to have you and your family clients for life. 
What We Do

Taking control of your finances


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

We offer a full range of financial services, asset management and a broad array of investment products.

Asset Management

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.

Retirement Planning

Family Issues

Find out how we can help with:

Geographical boundaries, communication barriers, adult care giving needs, cognitive health issues, and more...

Family Issues

Financial Advising

Life is full of major milestones that require a long term strategy...

Financial Advising

company profile

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.



Need more details? Contact us

We are here to assist. Contact us by phone, email or via our social media channels.

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