SOLUTIONS

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

Taking control of your finances

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

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.

Profile

Company

 
Need more details? Contact us

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

Why Us

Spectrum Planning Group operates with the highest standards of objectivity, professionalism and integrity and by providing advice that puts clients' interests first.

Contact Info

301 Yamato Road, Suite 2150

Boca Raton, FL 33431

Office - 561-982-0001​

Fax - 561-241-0997

2018 Spectrum Planning Group. Site Created By Clifton Designs

Registered with, supervised by, and offers securities through Kovack Securities, Inc. Member FINRA/SIPC

6451 N. Federal Highway Suite 1201, Ft. Lauderdale, FL 33308 (954) 782-4771

Advisory services offered through Kovack Advisors, Inc.

LTC Spectrum, Inc. and Spectrum Property & Casualty Group are not affiliated with Kovack Securities, Inc. or Kovack Advisors, Inc.
Copyright © 2009 - 2018, Spectrum Planning Group, All Rights Reserved.

David Brown is registered in AZ, CA, CO, CT, FL, GA, IA, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, NC, NJ, NY, OH, OR, PA, RI, SC, TX, VA, WA and WV.