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Gifts + Estate Planning

BY Spectrum Wealth Management | May 23, 2022

Effective Estate Planning Beyond Tax

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Timely Financial News

600 East 96th Street, Suite 130
Indianapolis, IN 46240

P: 317.663.5600
TF: 877.663.5601
F: 317.663.5610

smg@spectrum-mgmt.com

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Spectrum Wealth Counsel, doing business as Spectrum Wealth Management, LLC, is an investment adviser registered with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. Additional information about Spectrum’s investment advisory services is found in Form ADV Part 2, which is available upon request. The information presented is for educational and illustrative purposes only and does not constitute tax, legal, or investment advice. Tax and legal counsel should be engaged before taking any action. The opinions expressed and material provided are for general information and should not be considered a solicitation for purchasing or selling any security.

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