Posted by Marian Vasilescu on January 24, 2021 in Finance
Top stock options services Bay Area? Generally, the goals of estate planning are to provide for financial security in life and to maximize – given the client’s goals and objectives – the value of the estate for family and other heirs following death. To fully leverage estate preservation opportunities and develop strategies to help achieve distribution objectives, we consider: Will and trust design strategies, Property ownership alternatives, including the review of titling and beneficiaries to coordinate with your overall plan, Estate tax reduction techniques. Spectrum Wealth Partners has the resources, experience, and knowledge to educate you about the potential solutions to meet your estate distribution objectives, so your estate plan reflects your wishes and your wealth is passed to your family or designated charitable organizations.
Peter Waldron is a Partner at Spectrum Wealth Partners, and is affiliated with Sagemark Consulting, a division of the Lincoln Financial Advisors Corp. as a registered investment advisor. His practice specializes in working with Technology Executives and small business owners on their planning needs and focuses on the areas of Estate, Investment, Retirement and Tax Planning. With more than 10 years in the financial services industry, Peter co-founded Spectrum Wealth Partners in 2012. Prior to Spectrum Wealth Partners, Peter served as founding partner with Waldron Wealth Advisors from 2004 to 2011.
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. See many more information at financial planning.
We believe in the Lincoln Finanial Advisors philosophy of Service – First, Last and AlwaysSM. We believe long-term relationships are more important than short-term gains, and will never sacrifice the former for the latter. Conviction in what we do; the courage to get our clients to take action; competency based on continuing education and training; bringing national resources together on a team that will benefit each client; and communication that builds understanding and trust – these are the qualities of our “Serve First” philosophy. And these are the commitments we make to each of our clients. If this is the kind of partnership that makes sense to you, give us the opportunity to personally discuss the benefit of our work with you. We are confident you’ll be glad you did.
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. Find more details on http://spectrumwealthpartners.com/.