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Spectrum Financial Resources
       
 
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Spectrum Financial Resources
 
 
Overview: 

Spectrum Financial Resources is a full-service financial planning firm with a history of helping our clients work toward their goals for financial well-being. We are trained professionals with over 100 years of combined experience. It is always our objective to establish long-term relationships with our clients, and this is evidenced by the fact that many of them have been with us for at least 15 years.We make the following commitments:

   To develop a deep understanding of our client's needs and lifestyle.
   To help manage and coordinate all aspects of our client's financial situation including investments, income taxes, retirement and estate planning.
   To offer strategies to best meet a clients unique needs and accomplish their objectives.

While developing a customized financial program, we will walk you through a step-by-step process that will help you feel confident in your decisions. Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services:

   Portfolio Evaluation & Management
   Retirement Strategies
   Income Tax Evaluation & Planning
   Insurance Evaluation
   Education Funding Planning
   Estate Planning.
   Annuities


 
 
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Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.
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