integrity. commitment to service. standards of excellence.
We understand that trust is critical when selecting an investment service provider, which is why we pride ourselves on building long term relationships with our clients. This means placing particular value on personal relationships and commitment to our clients in order to create a high level of mutual trust, confidence, and commitment.
As a Registered Investment Advisor we have a fiduciary duty to our clients, meaning we put the client's interests above our ownand avoid any conflicts of interest. Spectrum Financial Alliance focuses on providing custom-tailored investment and financial plans. Prior to planning any financial plan or investment proposal, we perform an in-depth study of each individual's unique situation. From this study, we produce a written plan that addresses your needs and goals!