Our firm prides itself on creating a strong and caring relationship with our clients. We offer not only our competency, but our independence as financial planners for clients looking to attain their most important core value financial goals. At the forefront of our offering is world class client service. At Full Spectrum Financial Solutions, we structure our business around our client's specific needs, desires and objectives, while being careful to maintain objectivity through our independence.
Key Characteristics of Our Practice:
Independence: we are affiliated with the one of the largest independent broker/dealers in the country. Securities America Inc. does not manufacture any investment or financial products. It is our goal to find the best financial solutions available in the market and offer them to our clients.
Principal Owned: I am the owner of my practice and my clients meet directly with me for financial advice and I am supported by my team of financial professionals on behalf of my clients.
Institutional Money Managers: We offer a wide array of diversified institutional and pension style money managers. The portfolios are designed and monitored at a team level both qualitatively and quantitatively. They are comprised of Strategic, Tactical and Alternative strategies.
Portfolio Risk/Return Management: We design our portfolios with a risk/return efficiency approach. The focus being on the degree of volatility and standard deviation a portfolio takes on to meet its respective return goals.
Strategic Alliance: Our practice stresses a high level of communication between the strategic alliances created between our clients’ other advisers that include their CPA and Estate Planning Attorney. We believe that it results in a more comprehensive and efficient implementation across several financial areas.
Review: We encourage a formal semiannual review to discuss portfolio results and how they impact a client’s financial circumstances. Additional review frequency is circumstance related.
Demographics: We are a multi state firm providing financial services to clients and companies in New York, Florida, Virginia, California, Illinois, and most of the east coast. If determined prudent, we can register in any state within the United States.