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What's Your Risk Number??

Is your investment portfolio invested according to your risk tolerance?  Do you know your risk number?

Pile Of Books

Resources

Case Studies

Want to learn more about our Spectrum Wealth Management helps people Plan To Succeed?  Check out some of our case studies!

01/ Jim and Sue

Learn how we helped them deal with a few surprises on the road to retirement…

02/ Sara

See how we helped her build a new life for her children following divorce…

03/ Bob and Lisa

Bob was a do-it-yourself investor and uneasy about the stock market…

04/ All Temp Heating and Air

Steve had built a business, but without him- what was it worth??

Current Client Links

Websites of interest… (click to follow links)

Downloads

Check out some of these helpful articles from our resource library!

Selecting a Financial Advisor

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The Benefits of a Comprehesive Financial Plan

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Sailing Markets and Rowing Markets

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Thoughts About Annuities

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Are Alternative Investments For You?

Read More...
Workspace

Do You Need Our Help?

Not sure if a financial planner is right for you? If you say “YES” to any of these questions below, you would likely benefit from our help

“Are you concerned about your income taxes and fear that you may be paying more than what you legally owe?”

(Scroll for more common retirement concerns)
Case Studies
Client Links
Downloads

Contact Information

Phone: (972) 619-9667
don@spectrumwealthmgmt.com

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9111 Cypress Waters Blvd Suite 140
Dallas, TX 75019

Advisory services through Coppell Asset Advisory, LLC dba Fusion Capital Management, an SEC registered investment advisor, transacting business in states where it is registered or excluded or exempted from registration. SEC registration does not constitute an endorsement by the Commission and does not speak to advisors skill or ability. All investment strategies have the potential for profit or loss. For more information, click to visit the full disclosure site.

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Securities offered through Purshe Kaplan Sterling Investments, member FINRA/SIPC, Headquartered at 80 State Street, Albany, NY, 12207.

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Purshe Kaplan Sterling Investments and Fusion Capital Management are not affiliated companies. Third-party rankings and recognition from rating services and publications do not guarantee future investment success. Working with a highly-rated adviser also does not ensure that a client or prospect will experience a higher level of performance. These ratings should not be viewed as an endorsement of the adviser by any client and do not represent any specific client’s evaluation. Generally, ratings, rankings and recognition are based on information provided by the adviser. Please contact the adviser for more information regarding how these rankings and ratings were formulated.

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