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.
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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.
Contact us today to schedule your consultation and start working toward your ideal financial future!
Spectrum Financial Alliance Ltd, L.L.C.
08:00 am – 05:00 pm