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Premium wealth management experts California

Premium charity planning company Alamo? Generally, the goals of estate planning are to provide for financial security in life and to maximize – given the client’s goals and objectives – the value of the estate for family and other heirs following death. To fully leverage estate preservation opportunities and develop strategies to help achieve distribution objectives, we consider: Will and trust design strategies, Property ownership alternatives, including the review of titling and beneficiaries to coordinate with your overall plan, Estate tax reduction techniques. Spectrum Wealth Partners has the resources, experience, and knowledge to educate you about the potential solutions to meet your estate distribution objectives, so your estate plan reflects your wishes and your wealth is passed to your family or designated charitable organizations.

James graduated from Oklahoma State University in Stillwater, Oklahoma, in 1984 with Bachelor of Science degrees in both Accounting and Finance. In addition to being a member of the Financial Planning Association, Estate Planning Council, and Million Dollar Round Table1, he is a frequent speaker at financial planner gatherings. He is an Advanced Select Planner2 with Sagemark Consulting Private Wealth Services3 and is also a member of The Resource Group4 and Premier Partners5. James is also a Legacy Certified Advisor. James was voted Planner of the Year for both 2000-2001, and New Organization Associate upon joining Lincoln Financial Advisors in 1997. James frequently works with many local charities, including The Giving Exchange, Beyond Differences, Crisis Support Services, and Hope Hospice.

Spectrum Wealth Partners utilizes strategic relationships with benefit carriers, technology vendors, and administrators, which allow us to focus on the needs of our customer. Our mission is to deliver the most efficient, fiscally responsible benefit program to every relationship. We want to be sure your benefits and human resource goals fit your strategic business goal. Aside from selection and implementation of optimal human resource and benefits system, we also form partnerships with our clients through implementation of new benefit plans, customization of eligibility platforms, and ongoing communication of benefits information to employees. See a lot more info at business succession.

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.

Unless otherwise identified, Associates on this website are registered representatives of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer and a registered investment advisor. Member SIPC. Insurance offered through Lincoln affiliates and other fine companies and state variations thereof. Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates. Firm disclosure information available at www.LFG.com. Discover additional information on this website.

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