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Spectrum Financial Alliance Ltd., LLC

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Trust is crucial when selecting an investment service provider to accurately represent you. At Spectrum Financial Alliance Ltd., LLC, your financial future and peace of mind are paramount. Other investment service providers may unnecessarily jeopardize your financial well-being by promoting their best interests through in-house products and hidden fees. You have worked hard to secure your financial future and deserve the best through personalized relationships where our clients always come first!

Your unique interests and investment needs require personally customized and comprehensive investment and financial planning. By performing an in-depth analysis prior to presenting any financial plan or investment proposal, we eliminate disadvantageous cookie-cutter models and offer solutions to address your specific needs and goals. As a Registered Investment Advisor, we have a fiduciary duty to put our clients’ interests above our own, thereby avoiding any conflicts of interest. Discover how our elite firm sets precedents that many others cannot offer. Discover the Spectrum advantage!

 

Helpful Content

The Fed and How It Got That Way

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

Insurance Needs Assessment: For Empty Nesters and Retirees

Insurance Needs Assessment: For Empty Nesters and Retirees

Do your insurance needs stay the same when the nest empties?

Pay Yourself First

Pay Yourself First

It sounds simple, but paying yourself first can really pay off.

 

To Catch a Thief

Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.

The ABCs of Zero Coupon Bonds

Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.

Bitcoin 101

Bitcoin has emerged as a digital currency that exists virtually, making it different in fundamental ways.

Estimating the Cost of College

This worksheet can help you estimate the costs of a four-year college program.

Top New Digital Tools for Small Businesses

Apps that help small business owners better manage and grow their business.

Understanding the Alternate Valuation Date

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."

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Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

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Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

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Rightsizing for Retirement

What does your home really cost?

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

The Good Ship IPO

The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.

The Business Cycle

How will you weather the ups and downs of the business cycle?

Your Personal Recovery

As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

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