Recommended wealth management experts San Francisco? 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.
James Westermeyer, Family Wealth Advisor and Managing Partner at Spectrum Wealth Partners, coaches his clients to success by helping them make the best decisions possible regarding their wealth. In particular, he helps clients identify and implement strategic and creative solutions to addressing estate, business succession, and investment planning challenges and opportunities. These solutions help enable his clients to keep what they accumulate, conserve and protect their wealth, and distribute their assets with a focus on reducing taxes and complexity.
Spectrum Wealth Partners strives to help clients maintain success in business while protecting themselves against the risks associated with having a large percentage of their assets tied up in the entity that is their life’s work. As holistic planners, we review all aspects of your financial situation, taking into account tax consequences, legal documents, and asset distributions in order to develop a financial plan closely integrated with your business plan. Find additional details on retirement.
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.
See Lincoln Financial Advisors (LFA’s) Form CRS Customer Relationship Summary, available here, for succinct information about the relationships and services LFA offers to retail investors, related fees and costs, specified conflicts of interest, standards of conduct, and disciplinary history, among other things. LFA’s Forms ADV, Part 2A, which describe LFA’s investment advisory services, Regulation Best Interest Disclosure Document, which describes LFA’s broker-dealer services, and other client disclosure documents can be found here. Read even more details on http://spectrumwealthpartners.com/.
