Retirement Planning
Spectrum Asset Management Helps You Create A Better Retirement Plan
Your Retirement 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.
1
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.
2
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.
3
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
