Retirement Financial Planning

Spectrum Asset Management Helps You Create A Better Retirement Plan

husband and wife 50 years old looking at computer for retirement planning

Your Retirement Financial Plan Simplified

Retirement planning is the preparation for life after paid work ends, not just financially but in all aspects of life. The non-financial aspects include lifestyle choices such as how to spend time in retirement, where to live, when to quit working altogether, etc. A holistic financial approach to retirement planning considers all these areas. No two retirements look the same so we will provide a full spectrum of strategies for your specific plan.

Leave the Unknown Behind and Move Forward with Clarity, Confidence and Certainty

How We Help You

Strategic Services

  • The Values Filter Development Process
  • Exit Strategies
  • Creating your Ideal Calendar
  • Financial Road Map
  • Wealth Team Coordinator

Traditional Services

  • Total Balance Sheet Overview
  • Financial Planning
  • Investment Management
  • Investment Consulting
  • Portfolio Management

Strategic Partner Services

  • Basic & Advanced Estate Planning
  • Tax Planning
  • Advanced Insurance Design & Placement
  • Business Transfer
  • Risk Management

How Does It Work?

Our 3 step approach provides a personalized experience to assist with the management of your assets and wealth.


We Look at Your Long-Term Vision

Why? Because your retirement should serve what you want, not what an advisor wants. We can’t build a plan if we don’t know where you want to go.


We Create A Financial Road Map

A financial plan that includes a Kolbe® and Money Max® survey, that gives us a strong sense of how to work together with your unique personality, financial situation, and long-term goals.


We Align Your Total Balance Sheet

Your balance sheet (liquid and illiquid) aligned with your core values creates clarity, confidence, and peace of mind.

Don't Leave Your Future to Chance

At Spectrum Asset Management, we understand that there should be no compromise when it comes to your financial future. That’s why we work to serve as the ultimate steward for your wealth, simplifying life’s complexities. No two retirements look the same so we will provide a full spectrum of strategies for your specific plan.