Awesome save for college company San Francisco? Financial independence during retirement is a goal many of us desire but few of us plan for adequately. Spectrum Wealth Partners can help you estimate what you need to maintain your current lifestyle in retirement. We can then evaluate any company-sponsored retirement plans, individual retirement accounts, savings accounts, and other sources of income you anticipate having. Finally, we can recommend an effective, step-by-step strategy to help you meet your retirement needs, taking advantage of current tax laws and suitable investment vehicles. Creating a strategy can help set the stage for a comfortable retirement later.

Peter Waldron is a Partner at Spectrum Wealth Partners, and is affiliated with Sagemark Consulting, a division of the Lincoln Financial Advisors Corp. as a registered investment advisor. His practice specializes in working with Technology Executives and small business owners on their planning needs and focuses on the areas of Estate, Investment, Retirement and Tax Planning. With more than 10 years in the financial services industry, Peter co-founded Spectrum Wealth Partners in 2012. Prior to Spectrum Wealth Partners, Peter served as founding partner with Waldron Wealth Advisors from 2004 to 2011.

Spectrum Wealth Partners strives to help clients maintain success in business while protecting themselves against the risks associated with having a large percentage of their assets tied up in the entity that is their life’s work. As holistic planners, we review all aspects of your financial situation, taking into account tax consequences, legal documents, and asset distributions in order to develop a financial plan closely integrated with your business plan. Discover more info at retirement.

Spectrum Wealth Partners is a preeminent fee-based financial planning firm with prodigious experience in asset management, business continuity and wealth transfer strategies. We provide clients with fee-based retirement, estate and business succession planning, as well as related estate tax, investment and insurance strategies. Our name and reputation have been built on servicing each client as if he or she were our only client. The personal attention we provide is one of the primary reasons that many of our clients become partners for life.

See Lincoln Financial Advisors (LFA’s) Form CRS Customer Relationship Summary, available here, for succinct information about the relationships and services LFA offers to retail investors, related fees and costs, specified conflicts of interest, standards of conduct, and disciplinary history, among other things. LFA’s Forms ADV, Part 2A, which describe LFA’s investment advisory services, Regulation Best Interest Disclosure Document, which describes LFA’s broker-dealer services, and other client disclosure documents can be found here. Find more info on http://spectrumwealthpartners.com/.