High quality tax planning experts Alamo? With that information, our advisors develop a personalized asset allocation, compare and contrast the client’s current portfolio to that allocation, and research different investment solutions to implement a new strategy. We understand having your assets allocated properly means an increased chance for success in attaining your unique financial goals. Our firm’s approach to asset allocation is time-tested and is the fundamental building block to wealth creation, preservation, and generational planning.
William Roland, a partner at Spectrum Wealth Partners, has been providing clients with financial advice since 1988, when he started his career at MetLife. In 1992, William joined Lincoln Financial Advisors with the desire to help business owners, professionals, and executives meet their financial goals. William specializes in working with privately held business owners to develop a comprehensive plan fully integrating the client’s business succession strategy, wealth management, and estate plan. His years of experience have taught him that helping his clients develop a team of advisors from planning, legal, accounting, investment, and insurance is integral to providing them with the best strategies and implementation.
Our team provides a full array of 401(k), 403(b),* 457,* non-qualified deferred compensation plans, and other defined contribution and defined benefit plans. Having selling agreements with all the top 401(k) plan providers, we help plan trustees navigate the ever-changing legislative landscape involved with administering a qualified retirement plan for employees. Spectrum Wealth Partners’ compensation is fully disclosed to our clients. Our full-disclosure policy reflects our belief that plan sponsors are required to understand their plan’s fees and expenses associated with services rendered. Find additional details on sell my business.
We have only one goal – that of managing and growing our clients’ wealth. Our aim is to help you manage your assets so they have a positive impact on your life and the lives of your family, now and in the future. We adhere to the principles of listening before speaking and understanding your lives and goals before advising. Our reputation is built on lasting relationships with our clients to whom we provide personalized financial services. Our combination of client education and service distinguishes our firm in the financial services community. This is the Spectrum Advantage.
Unless otherwise identified, Associates on this website are registered representatives of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer and a registered investment advisor. Member SIPC. Insurance offered through Lincoln affiliates and other fine companies and state variations thereof. Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates. Firm disclosure information available at www.LFG.com. Discover more info at http://spectrumwealthpartners.com/.