The VALUES FILTER at work
When a client asks us whether they should buy a house in Hawaii, an income property in Colorado or invest in a business with their son, we peer through their Values Filter and answer the question. When another client calls with the same question, we peer through a different filter - theirs - and answer the question again, often differently. When you approach every wealth related decision from the foundation of your most important values, moving from point A to point B is done with confidence & peace of mind.
By keeping this filter present in planning decisions, people find themselves making effective decisions confidently. They have clarity that they've chosen the right path. Planning takes on added dimension as you see the connection between your own Values Filter and your wealth.
Planning takes on added Dimension as you see the connection between your own Values Filter and the purpose of your wealth
WHO'S DEFINING EQUAL?
Spectrum serves its client as a fiduciary utilizing independent custodians such as Charles Schwab & Co. and TD Ameritrade. Spectrum Asset Management , Inc is an independent, fee-only SEC registered investment advisor founded in 1987 and headquarted in Newport Beach, California.
LEAVING JUDGEMENT AT THE DOOR
Wealth-related decisions are extremely personal. We act as a GUIDE and a FACILITATOR without passing judgment on the situation. Good planning restores optimism and opportunity to the life you've created and the legacy of possibilities.