Address: 13455 Noel Rd. 20th Floor
Dallas, TX 75240
Phone Number: 972-455-4367
Business Name: Spectrum Financial Group
Industry: Financial Planner
Position/Title: Financial Advisor; Speaker
Description of Business: Comprehensive Financial Planning Services; Investment Management; Insurance Strategies.
Year Founded: 1999
Previous business experience.
Actively serve in the Army National Guard - 19+ years; John Hancock Financial Services - 5 years prior to moving my practice to Spectrum Financial Group
What sets you apart from the competition?
One of my key differentiators is that I meet my clients where they are and help them determine their next best step(s) to secure their financial future. My investment approach centers around focusing on the growth of the portfolio along with the complete financial picture to ensure the assets are being allocated appropriately and the best returns are achieved with minimal risk. As I have served and continue to serve my country with commitment, selfless service, integrity and leadership, I serve my clients the same way in their investment and financial planning needs.
What is your ideal client?
My ideal client is responsible, responsive, and cares for their family, or a small to mid-size business owner that cares for their employees and customers. The ideal client wants to partner with a financial advisor to help them navigate the storms of life, to stay connected with what is important in their financial plans and to develop the right strategies they need to secure their financial future and protect their family and business.
What are some keywords describing your business?
Client Focused; Relationship Driven; Excellent Service; Trusted Advisor