Spectrum Financial Alliance

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Trust is crucial when selecting an investment service provider to accurately represent you. At Spectrum Financial Alliance, Ltd., L.L.C., 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, upheld by integrity, where our clients always come first!

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

 

Helpful Content

Planning for the Expected

Planning for the Expected

You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.

To Catch a Thief

To Catch a Thief

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

The Facts About Income Tax

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

 

To Catch a Thief

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

Disability and Your Finances

In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.

Financial Strategies in a Post-DOMA World

The Supreme Court’s declaring DOMA unconstitutional may require some same-sex couples to reconsider their financial strategy

Will Power

Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.

Putting a Price Tag On Your Health

Being healthy not only makes you feel good, it may also help you financially.

Put It in a Letter

A letter of instructions provides additional and more personal information regarding your estate.

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Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Bi-Weekly Payments

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

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

Capital Gains Tax Estimator

Use this calculator to estimate your income tax liability, along with average and marginal tax rates.

Federal Income Tax

Use this calculator to estimates your income tax liability along with average and marginal tax rates.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

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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.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Your Cash Flow Statement

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

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Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime, and those we love may suffer if we are not prepared.

Acres of Diamonds

In life it often happens that the answers are right in our own back yards. This may be particularly true of investing.

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

Ready for Retirement?

Are you ready for retirement? Here are five words you should consider.

Interest Rates: How Low Can They Go?

The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?

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