Who We Are

Our Mission

“We shall, in light of conditions surrounding those we serve, render that service which, in the same circumstances, we would apply to ourselves.” We pride ourselves in the value and quality of the services we provide.

Our Philosophy

We were founded with the overall goal of maintaining life-long relationships with our clients. We dig deep into the understanding of our client’s needs, objectives, time frames and tolerance for investment risk. We are dedicated to providing financial services of the highest quality to help our clients protect their most valuable assets and reach their financial goals. Likewise, we strive to attract associates of the highest caliber who share and uphold our standards of professionalism.

Our Commitment

We build our client relationships on the basis of trust and confidence. Our effective implementation depends on regular review and we place rigorous emphasis on communication and mutual accord. We are committed to our goal of helping our clients strengthen their financial well-being. Our goal is your success. Our clients benefit from our attention to detail and our comprehensive financial planning, insurance and investment approaches.

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. We are a THREE time Consecutive Award winning agency, winning the Agency Building Award in 2021, 2022 and 2023.  

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)