Spectrum Financial Alliance Ltd., LLC
Managing Principal, Managing Director for Asset Management
Spectrum Financial Alliance is a Registered Investment Advisor, which means we have a fiduciary duty to make decisions in our clients' best interests 100% of the time. Many financial service firms do not have a fiduciary duty and are not required to put the clients' interests above their own. We specialize in providing personalized services in the areas of asset management, financial planning, investment and portfolio management, retirement planning, insurance services, legacy and estate planning, tax planning, and more.
We want help you achieve your financial goals and build a solid financial future! Contact us today for a free consultation at 859-223-6333 or SFA@spectrumalliance.com.
"In 1969, when I was 12 years old, I bought my first individual stock with money I earned from mowing yards. I have always believed that when you work hard, do the right thing, and put others above yourself, anything is possible."
- C. Kelly Buckley, MBA, CFP®
Founder of Spectrum Financial Alliance Ltd., L.L.C.
Managing Director for Asset Management
(Kelly is a retired United States Air Force Officer and Command Pilot, Instructor Pilot, and Evaluator Pilot)