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(925) 208-9352

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HOW WE WORK

A Cross-Disciplinary Planning Approach To Your Goals & Objectives


WHAT WE DO

Our first and foremost priority is helping you take care of yourself and your
family. Many of our clients first come to us when they are at the point of
making either job or career pivots. We focus on bringing clarity to all their
different options. Both our current and future clients desire the guidance,
education, and a catalyst to make sure that their financial options are acted
upon completely and properly.




Our Planning Process


WHY WE DO IT

Defined benefit pension plans, higher interest rate savings accounts, and other
employer-provided benefits used to take care of most of our needs for financial
security. Unfortunately, in today's world, those benefits are much harder to
find and are not what they used to be. My grandfather's story was a great
example of this.

Learn More About


HOW WE START

We want to learn about your personal financial situation, identify your goals
and objectives, and explore all the options that you have available. Now, that
can start at many different points depending on the questions that you might
have. To learn about some of the financial points we would focus on please click
on the topic below that most interests you.




Contact Us


OUR SERVICES TAILORED FOR YOU


CHANGES IN COMPENSATION

How will your change in pay affect not only your future goals but your current
lifestyle?

Learn more


EMPLOYEE INSURANCE BENEFITS

What is the real world value of both your current and future insurance benefits?

Learn more


RETIREMENT BENEFITS

Do you have available to you either a defined benefit or defined contribution
retirement plan? Or both?

Learn more


TRANSITION TO/FROM SELF-EMPLOYMENT

Whether you are transitioning to or from a steady and predictable source of
income, what impact will that have on you?

Learn more

CONTACT

Spectrum Wealth Partners

Office: (925) 208-9352

Fax: (925) 804-2480

3201 Danville Blvd. Suite 190

Alamo, CA 94507

james.hayes@lfg.com



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The content is developed from sources believed to be providing accurate
information. The information in this material is not intended as tax or legal
advice. Please consult legal or tax professionals for specific information
regarding your individual situation. Some of this material was developed and
produced by FMG Suite to provide information on a topic that may be of interest.
FMG Suite is not affiliated with the named representative, broker - dealer,
state - or SEC - registered investment advisory firm. The opinions expressed and
material provided are for general information, and should not be considered a
solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020
the California Consumer Privacy Act (CCPA) suggests the following link as an
extra measure to safeguard your data: Do not sell my personal information.

Copyright 2021 FMG Suite.



CA Insurance License #0I78320

James Hayes is a registered representative of Lincoln Financial Advisors Corp.

Spectrum Wealth Partners is not an affiliate of Lincoln Financial
Advisors. Securities offered through Lincoln Financial Advisors Corp., a
broker-dealer (member SIPC) to residents of AZ, CA, HI. ID. NV. NY. & TX .
Investment advisory services offered through Sagemark Consulting, a division of
Lincoln Financial Advisors Corp., a registered investment advisor to residents
of CA & TX. Insurance offered through Lincoln Marketing and Insurance Agency,
LLC and Lincoln Associates Insurance Agency, Inc. and other fine companies.

Lincoln Financial Advisors Corp. and its representatives do not provide legal or
tax advice. You may want to consult a legal or tax advisor regarding any legal
or tax information as it relates to your personal circumstances.

CRN2380727-011419

See Lincoln Financial Advisors (LFA’s) Form CRS Customer Relationship Summary,
available here, for succinct information about the relationships and services
LFA offers to retail investors, related fees and costs, specified conflicts of
interest, standards of conduct, and disciplinary history, among other things.
LFA’s Forms ADV, Part 2A, which describe LFA’s investment advisory services,
Regulation Best Interest Disclosure Document, which describes LFA’s
broker-dealer services, and other client disclosure documents can be found here.