The Spectrum Financial Group, Inc. is an Independent financial services firm offering complete insurance and financial planning services to businesses and individuals. Our name reflects our focus on serving our clients with a full range of responses to their needs. Our staff resources range from new associates and financial professionals to those with over 30 years of service in the financial industry. Our customized programs and services are designed to help our clients grow and conserve wealth by striving to deliver an unparalleled quality level of service. 


Our Qualifications 

We pride ourselves on our education, experience and growth. Our professional qualifications are strengthened by our required continuing education toward the following credentials along with affiliations through various professional organizations, including:

The National Association of Insurance and Financial Advisors (NAIFA), Million Dollar Round Table (MDRT), Chartered Life Underwriters (CLU), Chartered Financial Consultants (ChFC), Certified Financial Planner™ (CFP®), Wealth Management Certified Professional (WMCP), General Agents and Managers Association (GAMA)

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