Spectrum Wealth Strategies / Jeffrey D. Cummins, CPA, MBA, CFP

Spectrum Wealth Strategies / Jeffrey D. Cummins, CPA, MBA, CFP CERTIFIED FINANCIAL PLANNER™ PROFESSIONAL, Managing Partner

Licensing: https://spectrumwealthstrategies.com/licenses

I provide an analysis of your current financial situation and help you:

• Identify financial goals and concerns
• Illustrate what is being done to reach your goals and deal with concerns
• Identify gaps, if present, and offer solutions to fill them. Jeff and his wife Tracy live in Lucas, Texas and have twin daughters and a son, a Rhodesian Ridgeback and a Labrador Retriever. In his free time, Jef

f enjoys spending time with his family, volunteering in KidZone at Chase Oaks Church in Fairview, playing golf at Gleneagles Country Club, practicing the Electric Guitar, and honing his skills as a 3rd Degree Black Belt in Taekwondo.

• Licensing: https://spectrumwealthstrategies.com/licenses I am a registered representative of and offer securities and investment advisory services through MML Investors Services, LLC, member SIPC (www.SIPC.org). Supervisory office: Galleria Tower Two, 13455 Noel Road, 20th Floor, Dallas, TX 75240. 972-246-1800. Spectrum Wealth Strategies is not a subsidiary or affiliate of MML Investors Services, LLC.
• Not practicing on behalf of MassMutual or MML Investors Services, LLC.

06/01/2026

Last week, U.S. equities pushed to new highs, supported by geopolitical optimism and AI-driven earnings. Bonds rallied as lower energy prices eased inflation concerns, while economic data was mixed—persistent inflation alongside resilient growth. Check out this week’s market perspective to learn more.

06/01/2026

If your ability to earn income were to be interrupted, how would you cover next month’s expenses? Which assets are easy to access—and which aren’t? Let's talk through your strategy.

05/27/2026

Last week, U.S. markets extended their rally to an eighth straight week, supported by strong earnings. While equities gained, the macro backdrop remained mixed marked by a flattening yield curve and declining consumer sentiment amid ongoing inflation concerns. Learn more with this week’s market perspective.

Planning for a home or property? Download the guide for key considerations. Then, let’s talk about how it fits into your...
05/26/2026

Planning for a home or property? Download the guide for key considerations. Then, let’s talk about how it fits into your financial strategy.

https://bit.ly/3S2R3tl

05/25/2026

Your business is likely your biggest asset, yet many small business owners don’t think of it that way. Check out this recent study that explores owner mindsets and key considerations to ensure your business is working for you.

Retirement planning isn’t just about securing income; it’s also about keeping up with rising costs. Let’s make sure your...
05/22/2026

Retirement planning isn’t just about securing income; it’s also about keeping up with rising costs. Let’s make sure your plan is in good shape to keep up with the times.

Good habits now can help you work toward financial freedom later. Let's connect.
05/21/2026

Good habits now can help you work toward financial freedom later. Let's connect.

Life changes quickly—marriage, kids, a new home, new responsibilities. But it’s easy for financial plans to stay the sam...
05/19/2026

Life changes quickly—marriage, kids, a new home, new responsibilities. But it’s easy for financial plans to stay the same while everything else moves forward. Moments like these are a good reminder to check in and make sure your life insurance protection and long-term strategy still match the life you’re building. When was the last time you did a financial check‑in? Let’s connect.

05/19/2026

Markets were mixed last week. An early AI-driven rally faded into a Friday selloff as rising yields and oil prices renewed inflation concerns. The S&P 500 edged higher on solid earnings and economic data, but sentiment weakened late in the week, highlighting a fragile balance between growth optimism and inflation risks. For more insights, check out this week's market perspective.

Address

13455 Noel Road, 20th Floor
Dallas, TX
75240

Opening Hours

Monday 7:30am - 4pm
Tuesday 7:30am - 4pm
Wednesday 7:30am - 4pm
Thursday 7:30am - 4pm
Friday 7:30am - 4pm

Website

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