Awesome tax savings services California? Spectrum Wealth Partners provides family and individual wealth management services that aim to help preserve and enhance your wealth. The success of a portfolio is directly tied to the investment plan developed for our clients. A thorough investment plan is vital to the implementation of any investment strategy and is the blueprint for the purchase of every security in a client account. In the investment review process, our advisors capture all of our client’s personal information and current investments, as well as the goals and objectives they seek to achieve.
William Roland, a partner at Spectrum Wealth Partners, has been providing clients with financial advice since 1988, when he started his career at MetLife. In 1992, William joined Lincoln Financial Advisors with the desire to help business owners, professionals, and executives meet their financial goals. William specializes in working with privately held business owners to develop a comprehensive plan fully integrating the client’s business succession strategy, wealth management, and estate plan. His years of experience have taught him that helping his clients develop a team of advisors from planning, legal, accounting, investment, and insurance is integral to providing them with the best strategies and implementation.
A life insurance policy on your life can provide your future heirs with funds to pay the expenses of settling your estate without dipping into its assets. It can also help replace the income that your family may lose as a result of your death. A life insurance policy is one way to ensure that money will be available to your future heirs for their immediate or long-term financial needs. If you’re the owner of a small business, life insurance proceeds can help supply the funds to pay estate taxes and administration expenses, eliminating the possibility that the business will have to be sold to meet these obligations. You can also use life insurance to fund a buy-sell agreement for the purchase of your business interests by other stockholders, partners, or your corporation. Read many more details on wealth management alamo.
We have only one goal – that of managing and growing our clients’ wealth. Our aim is to help you manage your assets so they have a positive impact on your life and the lives of your family, now and in the future. We adhere to the principles of listening before speaking and understanding your lives and goals before advising. Our reputation is built on lasting relationships with our clients to whom we provide personalized financial services. Our combination of client education and service distinguishes our firm in the financial services community. This is the Spectrum Advantage.
See Lincoln Financial Advisors (LFA’s) Form CRS Customer Relationship Summary, available here, for succinct information about the relationships and services LFA offers to retail investors, related fees and costs, specified conflicts of interest, standards of conduct, and disciplinary history, among other things. LFA’s Forms ADV, Part 2A, which describe LFA’s investment advisory services, Regulation Best Interest Disclosure Document, which describes LFA’s broker-dealer services, and other client disclosure documents can be found here. Read more details at http://spectrumwealthpartners.com/.