Spectrum Financial, Inc. is an independent financial advisory firm that offers comprehensive financial planning with a distinct specialization in serving families with dependents who have special needs. Their mission is to help these families navigate complex financial challenges and secure a lifetime of care and quality of life for their loved ones. The firm's services include creating special needs trusts, preserving eligibility for government benefits like SSI and Medicaid, investment management, and coordinating with legal professionals to establish a holistic and sustainable financial plan.

Founded in

Canada