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About Spectrum Synergy Group

Most financial advisors only look at taxes in the short term - meaning they're looking to reduce your tax bill THIS YEAR. At Spectrum Synergy Group, we understand taxes aren't going anywhere, so we take a different approach. Spectrum Synergy Group evaluates your long-term tax liability for each aspect of your finances; then, we work on strategies to substantially reduce your lifetime IRS bill. Fewer taxes means more money in your pocket, and who doesn't love that? We've done this by aligning ourselves with industry professionals specializing in different aspects of tax and investment planning. From investment professionals to tax attorneys, we only work with the best to provide our clients with the ideal financial plan. Whether it's debt pay off, tax reduction, retirement savings, or keeping the government off your children's inheritance; we're here to help. Our team provides the following services to our clients: financial planning, wealth & estate planning, estate documentation (wills, trusts, power of attorney), investment advisory and wealth management, company retirement plan management, long term tax planning, insurance services (LIRP, disability, annuities, health, long term care, whole life, term life, indexed universal life), business exit planning. Advisory Services offered through Harvest Investment Services, a Registered Investment Advisor. Spectrum Synergy Group, Inc and Harvest Investment Services are independent of each other.

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