www.sfi2retirewell.com
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Submitted URL: http://spectrum-financial-inc.com/
Effective URL: https://www.sfi2retirewell.com/
Submission: On March 08 via api from US — Scanned from DE
Effective URL: https://www.sfi2retirewell.com/
Submission: On March 08 via api from US — Scanned from DE
Form analysis
2 forms found in the DOMPOST https://www.fmgwebsites.com/C41F3AA8-ADD1-45ED-8858-A92B01041B6E/cms-core/forms/contactform/sectionsubmit
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Text Content
info@sfi2retirewell.com 828-328-9551 Client Logins Menu * Home * Why Choose Spectrum? * Our Team * Our Clients * Events * Community Events & Activities * Resources * Recently Laid-Off? * The DOVETAIL Solution * E-Books * Peace of Mind Checklists * Useful Community Links * Market Commentary * Featured Content * Blog * FAQs * Contact Client Logins "FINANCIAL FREEDOM, LASTING HAPPINESS, FULFILLED LEGACY. YOU ENVISION IT; THE GOAL OF YOUR SPECTRUM TEAM IS TO HELP ACHIEVE IT." HOUSEHOLDS * Family Budget * Financial Planning * Asset Management * College Planning * 529 Plans & Edu IRA * Rollover IRAs * 401K Allocation * Weddings * Life Insurance PRE-RETIREMENT * What retirement lifestyle can I afford? * How much do I need? * When should I retire? * How should my assets be allocated? * How can I minimize taxes? * Long-Term Care Insurance? RETIREMENT * Lifestyle Planning * Income Planning * Protecting Income * Tax Strategies * Asset Management * Senior Life Stage Plans * Charitable Giving * Legacy Planning BUSINESS * 401K & 403(b) Plans * Cash Balance Plans * ERISA Fiduciary Coverage * Employee Education * Key Man Insurance * Deferred Comp Plans * Succession Planning * Business Sell Strategies 40 + YEARS' EXPERIENCE SERVING MULTI GENERATIONS OF CLIENTS Meet Our Team HAVE A QUESTION? Name Email Address Phone Question Send Thank you! Oops! DOWNLOAD OUR FREE SOCIAL SECURITY EBOOK! Navigating the ins and outs of Social Security can be confusing. Luckily, we're here to help. This Ebook has the tools you need to get started developing your Social Security strategy. First Name Last Name Email Address Get the Ebook CONTACT Office: 828-328-9551 Fax: 828-328-2871 1375 Lenoir Rhyne Boulevard SE Suite 101 Hickory, NC 28602 info@sfi2retirewell.com QUICK LINKS * Retirement * Investment * Estate * Insurance * Tax * Money * Lifestyle * All Articles * All Videos * All Calculators Securities America Form CRS Check the background of your financial professional on FINRA's BrokerCheck. 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 2024 FMG Suite. Securities Offered Through Securities America Inc., Member FINRA-SIPC. Advisory services offered through Securities America Advisors, Inc. Spectrum Financial Inc. and other entities referenced are not affiliated with the Securities America companies. This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed. Securities America does not provide tax or legal advice