Fees for initial financial plans start at $1,000 and depend on the plan's complexity. Subsequent reviews are provided at 50% or less of the original cost, with a minimum of $1,000.
13455 Noel Road, 20th Floor, Dallas, TX, 75240
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Learn about disclosures →Truman is an insurance agent selling health insurance since 1998 and a partner at Spectrum Strategies, LLC since 2000, dedicating about a quarter of his time to financial planning. He also works as a presenter for Sandler Training and coaches soccer, and is a managing partner at Spectrum Wealth Strategies, LLC.