Robert Harmon
I look forward to speaking with you, please select your desired meeting type and select the best time that works for your schedule.
In-Person Spectrum Client Meeting
If you are a current client of Spectrum Financial and would like to come into our offices and meet to discuss your portfolio, please select this meeting type.
Quarterly Update
While we strive to keep you as up to date as possible, please feel free to schedule your own quarterly update call. We can go over general market updates, and discuss your portfolio.
Quick Question!
Sometimes you just need a quick answer regarding your account. A 15 minute call is perfect for this.
New Account Onboarding Meeting
During our first onboarding call we will discuss your investment goals, style and preferences as well as go over our investment options.
Please have your driver's license uploaded to your prospect portal prior to this call and any necessary information (like beneficiaries!) readily available. We will plug in the information for your new account application to facilitate the e-signing process.
