At SPECTRA Asset Conservation, we specialize in tailoring our financial strategies to not only fit your current situation, but also provide a foundation for the future. No matter where you are in your financial journey, we endeavor to take you to the next level. We are dedicated to professionally supporting, educating, and providing informed direction to each and every client.
Our staff consists of experienced professionals with a hands-on approach to financial guidance. Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about helping make your dreams a reality. Our personalized approach is not limited. We provide personal financial strategies to help you and your family make smart overall decisions with your money.
Our staff consists of experienced professionals with a hands-on approach to financial guidance. Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about helping make your dreams a reality. Our personalized approach is not limited. We provide personal financial strategies to help you and your family make smart overall decisions with your money.
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Charles D. Booth, LUTCF, RFC, is the Senior Partner of SPECTRA Asset Conservation, LTD, and CEO of SPECTRA ACS Marketing Alliance, Inc. He is a financial professional who combines his many years of financial experience with numerous years of personal experience to provide his client's solutions to help meet their financial needs.
At Spectra Asset Conservation, we help you establish a strategy that if followed, will help ensure you don't outlive your money.
Any transaction that involves a recommendation to liquidate a securities product, including those within an IRA, 401(k) or other retirement plan, for the purchase of an insurance product or for other similar purposes, can be conducted only by individuals currently affiliated with a properly registered broker/dealer or registered investment adviser.
Any transaction that involves a recommendation to liquidate a securities product, including those within an IRA, 401(k) or other retirement plan, for the purchase of an insurance product or for other similar purposes, can be conducted only by individuals currently affiliated with a properly registered broker/dealer or registered investment adviser.
To help ensure you have a strategy in place to address some of those concerns, you may find it helpful to work with someone with experience in using life insurance and fixed annuities to help solidify your retirement strategy with valuable protection and guarantees.* Review your Social Security and retirement statements to determine potential retirement income shortfalls where a fixed annuity may be a potential solution.
More than just a bank account or stock certificates-your family legacy encompasses all the experiences that your family holds dear, as well as the values, wisdom, and hopes you leave for them. With this in mind, the question for you becomes more about what each of your family members value most. You can't really know until you start talking about all these key components of creating a legacy.
Someone turning age 65 today has almost a 70% chance of needing long-term care in the future. Unlike traditional health insurance, long-term care insurance is designed to cover long-term services and supports, including personal and custodial care in a variety of settings such as your home, a community organization, or other facility.
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