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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 Lexington, KY are fee-only 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, 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.
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.
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