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About SFA
Community Outreach
Our Mission
At Spectrum Financial Alliance your financial future, peace of mind, and trust are paramount.
Our Mission
Community Outreach
Our Mission
Our allegiance is to our clients and we can state with pride that we always put our clients’ needs above all else.
Our Performance
Community Outreach
Community Outreach
We are proud of our performance and for that reason, we are transparent about it.
Community Outreach
Community Outreach
Community Outreach
We take great delight in helping others and staying active in our community.
When your retirement security, your legacy, and your results matter, choose SFA.
Spectrum Financial Alliance Ltd. L.L.C.
“For nearly 30 years, I’ve had the privilege of helping clients build financial security, grow their assets, provide for their children’s education, and secure their retirement income. Our process involves carefully analyzing each client’s individual circumstances, designing a portfolio that ‘fits’ their goals and objectives, monitoring and managing client assets in all market environments, and adhering to our firm’s guiding principle – The Golden Rule. We intend to delight our clients in helping manage their financial assets and providing real solutions that make a positive difference in each person’s life.”
C. Kelly Buckley, MBA, CFP®, AAMS™
Founder of Spectrum Financial Alliance Ltd., L.L.C.
Managing Principal, Managing Director for Asset Management
Founder of Spectrum Financial Alliance, C. Kelly Buckley, MBA, CFP®, AAMS™
Our Mission
At Spectrum, our allegiance is to the client and we can state with pride that we always put our clients’ needs first! As a Registered Investment Advisor (RIA), here in Lexington, KY, we have a legal and fiduciary duty to make wealth management decisions in our clients’ best interest 100% of the time.
Integrity
- The Golden Rule is the guiding principle of our firm.
- We are committed to performing our services in a highly professional and ethical manner that never compromises our clients’ best interests and preserves our firm’s integrity and exemplary reputation.
- Objectivity, accountability, and teamwork are key characteristics in our daily business operations.
- We are not affected by any outside influences, kickbacks, revenue sharing, or perks
Commitment
- Our clients’ overall long-term well being is our primary focus.
- As your fiduciary, loyalty and commitment to our clients always comes first!
- As a fee-based advisory firm, our success is directly tied to our client's success
Excellence
- Extensive education and experience tempered by sound judgment and strong character are indicative of the personal qualities of our employees and are required for employment
- Our experts utilize their educational backgrounds, experience, and unbiased market research to gain a thorough understanding of economic conditions and their impact on our clients’ finances.
- We believe knowledge is power and keep our clients informed with various forms of communication, such as personal phone calls, social media updates, newsletters, and emails.
- We believe it is important to be accountable to you for our results versus the market and, for that reason, we provide complimentary annual performance reviews.
Our Performance
