Spectrum Wealth Planning

spectrum wealth planning specializes in helping families to reduce their out-of-pocket cost for their child’s college education, employing proven strategies to help them qualify for more financial aid or tax credits/deductions. our process helps parents to progress towards their life goals by offering comprehensive financial planning, unbiased guidance, and prudent investment solutions. our clients generally are parents with children in high school who find themselves overwhelmed by the complexity and expense associated with this ‘late-stage college planning’. they seek our guidance to help them make time-sensitive financial decisions during this process that save them time, money and aggravation. the ultimate value that we deliver to our clients is the swan principal: sleep well at night. knowing that they have a personalized financial plan in place and comforted by periodic evaluations of the progress towards their goals, our clients can focus on their family and professional lives a