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Excellent investment planning services California? Financial independence during retirement is a goal many of us desire but few of us plan for adequately. Spectrum Wealth Partners can help you estimate what you need to maintain your current lifestyle in retirement. We can then evaluate any company-sponsored retirement plans, individual retirement accounts, savings accounts, and other sources of income you anticipate having. Finally, we can recommend an effective, step-by-step strategy to help you meet your retirement needs, taking advantage of current tax laws and suitable investment vehicles. Creating a strategy can help set the stage for a comfortable retirement later.
William has been helping clients achieve their business succession and wealth management objectives for over 25 years in the San Francisco Bay Area. William is a Million Dollar Round Table qualifier – with “Top of the Table” status, ranking him in the top one-half of one percent of all financial professionals in the industry (qualifying in 2016, 2017 and 2018)** – and a member of The Resource Group, an invitation-only, nationwide network of the top 200 planners within Lincoln Financial Advisors. William was born and raised in Michigan and attended Western Michigan University, studying business, finance, and German language studies.
Our team provides a full array of 401(k), 403(b),* 457,* non-qualified deferred compensation plans, and other defined contribution and defined benefit plans. Having selling agreements with all the top 401(k) plan providers, we help plan trustees navigate the ever-changing legislative landscape involved with administering a qualified retirement plan for employees. Spectrum Wealth Partners’ compensation is fully disclosed to our clients. Our full-disclosure policy reflects our belief that plan sponsors are required to understand their plan’s fees and expenses associated with services rendered. Find a lot more details on investment planning.
We have only one goal – that of managing and growing our clients’ wealth. Our aim is to help you manage your assets so they have a positive impact on your life and the lives of your family, now and in the future. We adhere to the principles of listening before speaking and understanding your lives and goals before advising. Our reputation is built on lasting relationships with our clients to whom we provide personalized financial services. Our combination of client education and service distinguishes our firm in the financial services community. This is the Spectrum Advantage.
At Spectrum Wealth Partners, we follow the Lincoln Financial Advisors philosophy of “Service first, last, and always.” We see the world through the eyes of our clients; your success is our success. Our partners’ combined industry experience spans over 80 years, and with locations all around the Bay Area we provide a wide range of financial, business succession, and employee benefit services in association with Lincoln Financial Group. This powerful combination gives our clients the experience of working with a local advisor, while having access to the significant resources a Fortune 500 financial firm offers. Discover many more information at http://spectrumwealthpartners.com/.
