Spectrum Financial, Inc.

Spectrum Financial, Inc. Spectrum Financial is a RIA that is passionate about protecting our client's assets, while still maintaining a client's desired growth. Spectrum Financial, Inc.

is a SEC Registered Investment Advisor (RIA) that is passionate about protecting our client's assets, while still maintaining a client's desired growth. Since 1988, we have achieve this through separately managed account (SMA) strategies and sub-advised mutual funds. Please contact our office or visit our website to learn more!

Three important questions to consider before you start taking.
09/07/2026

Three important questions to consider before you start taking.

When to start? Should I continue to work? How can I maximize my benefit?

Here's a common strategy high earners use: The backdoor Roth conversion! It involves moving money from a traditional IRA...
09/04/2026

Here's a common strategy high earners use: The backdoor Roth conversion! It involves moving money from a traditional IRA to a Roth IRA. Talk to your financial professional to see if it makes sense for you.

Use this article to start conversations about the “backdoor” Roth IRA strategy.

Have a strategy for discussing healthcare with your parents.
09/02/2026

Have a strategy for discussing healthcare with your parents.

As our nation ages, many Americans are turning their attention to caring for aging parents.

When a house is sold, when do you qualify for capital gains taxes? This colorful infographic covers some of the basics.
08/31/2026

When a house is sold, when do you qualify for capital gains taxes? This colorful infographic covers some of the basics.

If your clients are buying or selling a home, use this to help them determine if they qualify for capital gains taxes.

Are you considering a FIRE retirement? Learn the basics here.
08/28/2026

Are you considering a FIRE retirement? Learn the basics here.

This short, informative article teaches the basics of the FIRE movement.

Bedtime Story: U.S. Federal Tax Code. How many pages have you read?
08/26/2026

Bedtime Story: U.S. Federal Tax Code. How many pages have you read?

An inside look at how marginal income tax brackets work.

AI tools can impact retirees looking to start a consulting or small business venture. By embracing AI tools, retirees ca...
08/24/2026

AI tools can impact retirees looking to start a consulting or small business venture. By embracing AI tools, retirees can enhance productivity, save time, and increase the success of their business endeavors.

The impact that Artificial Intelligence (AI) tools can have on retirees with a consulting or small business venture.

Are you on the fence about working with a financial professional? This video will give you some food for thought. Watch ...
08/21/2026

Are you on the fence about working with a financial professional? This video will give you some food for thought. Watch here:

A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.

Where there's a will there's a way. Don't leave your estate unattended—update your documents.
08/19/2026

Where there's a will there's a way. Don't leave your estate unattended—update your documents.

Sound estate management includes creating financial and healthcare documents. Here's an inside look.

Children with special needs may need ongoing help after their parents are gone.
08/17/2026

Children with special needs may need ongoing help after their parents are gone.

Planning for a child with special needs can be complicated, confusing, and even overwhelming.

Address

272 Bendix Road Ste. 600
Virginia Beach, VA
23452

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

Telephone

+18884637600

Website

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