Ken Wilkinson's Contact Details

Ken Wilkinson's Company Details

Spectrum Synergy Group inc.

Walnut Creek, California, United States • 0 Employees
Financial Services

Most financial firms only look at taxes in the short term - meaning they're looking to reduce your tax bill THIS YEAR. At Spectrum Synergy Group, we understand taxes aren't going anywhere, so we take a different approach. Spectrum Synergy Group evaluates your long-term tax liability for each account you hold; then, we work on strategies to substantially reduce your lifetime IRS bill. Fewer taxes mean more money in your pocket, and who doesn't love that? We've done this by aligning ourselves with industry professionals whom each specialize in a different aspect of tax planning. From investment professionals to tax attorneys, we only work with the best to provide our clients with the ideal financial plan. Whether it's retirement savings or keeping the government off your children's inheritance, we've got you covered. Our team provides the following services to our clients: financial planning, tax & estate planning, estate documentation (wills, trusts, power of attorney), investment advisory wealth management, 401(k) management, insurance services (LIRP, disability, annuities, health, long term care, whole life, term life, indexed universal life), business exit planning.