951 Yamato Rd. Ste. 201
Boca Raton, FL 33431
(561) 982 - 0001
COMPLETE
solutions
A successful and fulfilling retirement will require a comprehensive approach to financial and life preparation.
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Spectrum Planning Group operates with the highest standards of objectivity, professionalism and integrity and by providing advice that put clients' interest first.
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Our goal is to protect you, your family, and your belongings. Whether you're a homeowner or renter, personal property, liability and structure coverages are key to your security. We will provide you with a comprehensive outline and presentation to explain the different coverages. We will guide you to make the right choices based on your individual needs.
Winning
strategies
Spectrum Planning Group takes a comprehensive approach to all your retirement needs, goals and dreams. Having integrated life and financial strategies makes for a more satisfying and secure retirement. It is easy to feel overwhelmed by the complexity of creating a retirement plan that will see you through a twenty or thirty year retirement. Each person's retirement dreams are unique and for that reason, may require advice from other experts.
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At Spectrum Planning Group, we coordinate and integrate all aspects of your retirement. Our advisors look at retirement planning as a long term, collaborative relationship centered around your vision for your future. Your financial plan is just the foundation of your retirement plan. By starting a relationship with Spectrum Planning Group, you are taking the next step toward achieving life on your terms.
Income Planning
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Predictable, Sustainable Income
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Income Withdrawal Strategies
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Sustainable Withdrawal Rate
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Inflation Protected Income
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Not Outliving Income
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Distributions From IRAs
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Tax-Free Income
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Tax-Preferred Income
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Survivor Income Plan
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Controlled Spend-down Strategies
Long Term Care Planning
The cost of long term services often exceeds what the average person can pay from income and other resources.
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By planning, you may be able to save your assets and income for uses other than long term care, including preserving the quality of life for your spouse or other loved ones. Planning can help to avoid emotional and financial stress on you and your family.
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Home Health Care
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Homemaker Services
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Family Care Giving
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Independent Living
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Assisted Living
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Nursing Care
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Medicare
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Medicaid / VA Benefits
Asset Management Services
In order to meet the diverse needs of our clients, we offer a full range of financial services, asset management and a broad array of investment products. We offer individuals and families solutions tailored to their unique financial objectives. We provide personal assistance to our clients at every phase of accumulating, preserving, protecting and transferring their wealth.