Spectrum Financial Alliance
Home
About
  • About SFA
  • Meet Our Team
  • Services & Fees
  • Choosing An Advisor
Kelly's Blog
Client Resources
Contact
Spectrum Financial Alliance
Home
About
  • About SFA
  • Meet Our Team
  • Services & Fees
  • Choosing An Advisor
Kelly's Blog
Client Resources
Contact
More
  • Home
  • About
    • About SFA
    • Meet Our Team
    • Services & Fees
    • Choosing An Advisor
  • Kelly's Blog
  • Client Resources
  • Contact

  • Home
  • About
    • About SFA
    • Meet Our Team
    • Services & Fees
    • Choosing An Advisor
  • Kelly's Blog
  • Client Resources
  • Contact

Services & Fees

The Spectrum Advantage

Spectrum Financial Alliance has become a leading financial planning firm because we emphasize objectivity and take a very cost-efficient approach to intelligent investment selection and management. 


Our experts here in Nicholasville are fee-based asset managers. All advice, services, and ongoing asset management are included in a nominal flat rate, thereby eliminating all commission incentives, in-house sale gimmicks, or referral fees.  


There are no hidden fees, as are often found in mutual funds, limited partnerships, or other “packaged” products. Instead, we will analyze your financial needs and help you regain control of your finances through a personalized portfolio of equities and exchange-traded funds (ETF’s).


It is our responsibility to you, as our client, to develop a personal investment plan, to monitor and manage the performance results of your portfolio, and report your account performance regularly.


We conduct an annual review of your accounts, consistently considering your changing needs for retirement planning, investing, and savings. 

Spectrum Financial Alliance – LOGO

Spectrum Financial Alliance – LOGO

Services

Financial Planning

Asset Management

Estate Planning Facilitation

  • Wills, Trusts, etc.

Risk Management Insurance

  • Health and Life Insurance
  • Long-Term Care Coverage
  • Disability Coverage, etc

SFA Fees

Our fees are based on a sliding scale dependent upon the total amount of assets managed by our firm.

During our time here in Nicholasville, helping people with their financial planning, we’ve assisted many individuals with vastly different financial goals. Therefore, we know that it is important to individualize our services for each client to achieve optimal results.   


We offer a free consultation where we analyze your current financial situation, as well as future goals and provide recommendations on how we may make improvements, take advantage of available opportunities, and help ensure that your financial and retirement future will be bright.

Free Consultation

Contact us today to schedule your consultation and start working toward your ideal financial future! 

Schedule now
SFA Fees

We are a fee-only firm. We don't work on commission. This means we put our clients first... always.


Spectrum Financial Alliance Ltd, L.L.C.

    Get started now!

    Get started now!

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    (859) 223-6333

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    Spectrum Financial Alliance Ltd., L.L.C.

    105 Wind Haven Drive, Nicholasville, KY 40356

    859-223-6333 | 1-800-799-5333

    Copyright © 2022 Spectrum Financial Alliance Ltd., L.L.C. - All Rights Reserved.

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