Spectrum Wealth Planning
Financial Services - Cumming, GA, US
Spectrum Wealth Planning Employees
Spectrum Wealth Planning Details
Spectrum Wealth Planning specializes in helping families to reduce their out-of-pocket cost for their child's college education, employing proven strategies to help them qualify for more financial aid or tax credits/deductions. Our process helps parents to progress towards their life goals by offering comprehensive financial planning, unbiased guidance, and prudent investment solutions.Our clients generally are parents with children in high school who find themselves overwhelmed by the complexity and expense associated with this ‘late-stage college planning'. They seek our guidance to help them make time-sensitive financial decisions during this process that save them time, money and aggravation.The ultimate value that we deliver to our clients is the SWAN principal: Sleep Well At Night. Knowing that they have a personalized financial plan in place and comforted by periodic evaluations of the progress towards their goals, our clients can focus on their family and professional lives and offload the 'worrying' to us - so they sleep better at night.To learn how we might make college more affordable for your family while helping you to plan for your retirement dreams and goals, contact us at 678-920-6515.Please refer to our website for a list of states in which we are registered to conduct business. Securities and Advisory Services offered through Cantella & Co., Inc., Member FINRA/SIPC.Social media networks are independent organizations and are not affiliated with Cantella & Co., Inc in any way. Views expressed in these posts are the current opinion of the author, but not necessarily those of Cantella & Co., Inc. or your financial advisor. The author's opinions are subject to change without notice. The information contained was received from sources believed to be reliable, but accuracy is not guaranteed.
Spectrum Wealth Planning Technologies
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