Retirement Planning
Planning services for clients considering retirement.
Spectrum Financial Group
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About Spectrum Financial Group
Retirement planning is one of Spectrum Financial Group's services. The Eden Prairie financial advising firm also offers education planning to help clients consider how current decisions may affect their children's futures. Legacy planning addresses estate preparation, while elder care planning helps clients explore options for later-life support. The firm says it has spent over 35 years educating and empowering clients to make financial decisions for themselves and their loved ones. Financial planning and investment advisory services are offered through affiliated entities, with securities offered through Cambridge Investment Research, Inc. Spectrum also provides retirement plan administration. Its website invites prospective clients to start a conversation about simplifying their financial lives and offers secure file upload for client documents.
Disclosure: Profile information has been compiled from publicly available sources and has not yet been verified by the business.
Representative photos. Illustrative images for this category, not photos of Spectrum Financial Group and not provided by the business.
Services & specialities
Highlights
Education Planning
Guidance on financial decisions affecting a child's future.
Legacy Planning
Estate preparation as part of legacy planning.
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