Protect Yourself,
Your Family,
Your Business, and
Your Money.
Many of the individuals we work with are concerned about the potential impact of illness or traumatic injury on their financial legacy. Some worry about the possibility of passing away before achieving their financial goals. Others are frustrated by the prospect of a significant portion of their retirement savings being lost to taxes or market downturns.
Your Optimized Wealth Strategy is as Easy as 1, 2, 3!
STEP 1
LEARN
Learn more about the impact of ineffective plans and strategies as well as the available alternatives.
STEP 2
DISCOVER
Take a deep dive look into what your situation is, will be, and the specific options you have to create and protect your financial legacy.
STEP 3
STRATEGIZE
From your customized recommendations, you'll be able to choose the specific plan that protects and grows your wealth the way you need it to.
MEET
DANNY DUKE
Your Favorite Wealth Strategist and Real Estate Professional
Peaks and Valleys are Great for Adventure,
NOT Your Financial Legacy.
Ensuring your family and business are prepared to weather any storm.
I founded Spectrum Wellth to assist busy individuals like you who feel overwhelmed by the abundance of information surrounding insurance, wealth building, and financial planning. My goal is to help you navigate these complexities and guide you toward successfully achieving your financial goals.
SERVICES OFFERED
Spectrum Wellth connects the dots between health and wealth, fostering a holistic lifestyle that is as diverse as the people and organizations we serve. With a commitment to inclusion, we empower all to thrive and embrace total well-being and financial prosperity. We believe in Wellthy Living For Everyone.
LIVING BENEFITS
Grant “early access” to a portion of the policy’s death benefit while the individual is still alive if they are to suffer any of the triggering conditions. These funds are granted tax-free and can be used however you like: cover medical bills, pay for everyday living expenses if you cannot work, pay off debt, etc.
LIFE INSURANCE
Life insurance helps you provide long-term financial security for your family and business when they need it most.
You owe it to the people you love to ensure their futures are secure should you pass away and no longer be able to provide for them.
TAX FREE INDEXED
ACCOUNTS (TFIA)
Contributions are made with after-tax dollars. allowing tax-free withdrawals during and prior to retirement, including the growth. Growth is indexed when the market is up, which means your account experiences no losses when the market is down.
Ask about our "401K RESCUE"!
REAL ESTATE SERVICES
Homeownership has long been known to be the greatest hedge against inflation, Real Estate is the asset that provides more than long term equity growth - a home. What other asset can you physically occupy?
WHAT ARE LIVING BENEFITS?
WHY BOTHER?
Enjoy peace of mind knowing there are options and a big pile of cash to take care of your family and bills if you end up becoming sick with a critical, chronic, or terminal illness. No need to sell your home or drain your retirement to cover your expenses while you take time off of work to recover.
Have confidence in knowing there is money for when you are ready to retire even if the stock market and your 401k, IRA, 403b, etc. crash again. Tax Free Indexed Accounts (TFIAs) never lose money to market losses, and all withdrawals are completely tax free!
Sleep well knowing your home life and business life are insured with products to protect you from unplanned events.
TESTIMONIALS
LIVING BENEFITS
Dr. Steve Smith
STRESS EVAPORATED
Amanda & Eugene
30yo SINGLE MOM
Latasha McCray
SELF-EMPLOYED
The Shockleys
Call: 602-999-5621
Email: [email protected]