Spectrum Advisors

11/11/2024

We thank you, veterans, for your service and dedication.

11/01/2024

The day is here! Check us out in the November issue NOW!

10/30/2024

Stay tuned for a special announcement.

For over 40 years, Spectrum Advisors has been a trusted partner, guiding individuals and families through retirement with clarity and confidence.

Investment advisory services are offered through Spectrum Advisors, Inc., a Registered Investment Advisor.

07/04/2024

11/14/2022

Excited to announce that for the 3rd year in a row, our financial advisors, Mike and David, have been honored by their peers in the industry as top Financial Planners in Dallas!

11/01/2022

Through our FREE TAX ANALYSIS, we are finding out that most everyone can do something that they did not know before to save taxes! This proves the statement, "people do not know what they do not know."

Click the link below to watch nationally recognized IRA distribution expert Ed Slott’s presentation on our current tax environment, and to request your FREE TAX ANALYSIS meeting today!

Our priority is for you to experience a REMARKABLE RETIREMENT and paying increased taxes does not have to be part of that!

Check Out Our Special Event An Evening with Ed Slott, CPA   National recognized IRA distribution expert, and best-selling author of "The New Retirement Savings Time Bomb", professional speaker Ed Slott regularly presents on IRA and estate planning strategies, combining unique insights with a natura...

10/29/2022

Recently, we hosted nationally recognized IRA distribution expert, Ed Slott, for an evening with our clients and friends about the perils of our current tax environment if we don’t make changes, along with some of the opportunities we have right now!

Many people were surprised that a CPA could be so interesting. His presentation was eye-opening and motivating! We wanted to share that presentation with you. Click the link below for some preview clips along with the full recording. Then, use the same link to request your FREE TAX ANALYSIS meeting today!

Check Out Our Special Event An Evening with Ed Slott, CPA   National recognized IRA distribution expert, and best-selling author of "The New Retirement Savings Time Bomb", professional speaker Ed Slott regularly presents on IRA and estate planning strategies, combining unique insights with a natura...

09/20/2021

Is Your Retirement Plan Missing an Essential Piece? Check out David Faulkner's most recent article in Kiplinger on managing for Long Term Care risk in your financial plan ...

https://www.kiplinger.com/retirement/long-term-care/603422/is-your-retirement-plan-missing-an-essential-piece

Long-term care is a major risk that many financial advisers just aren’t talking about with their clients. Here’s why and some creative options for your own LTC plan.

07/10/2020

Very excited to announce that our advisors, Mike Reppert and David Faulkner have completed their book and it is now available on Amazon! You can download the first chapter here: https://lnkd.in/eUYEGu6.

Are you on track to a Remarkable Retirement? Discover why planning is key to achieving the retirement you want WHEN IT COMES TO RETIREMENT PLANNING there’s so much to consider. Will your money last as long as you live? What happens if you have a health care crisis? Will your loved ones be provid ....