Menu ► ❙❙ Our Mission “We shall, in light of conditions surrounding those we serve, render that service which, in the same circumstances, we would apply to ourselves.” We pride ourselves in the value and quality of the services we provide. Our Commitment We build our client relationships on the basis of trust and confidence. Our effective implementation depends on regular review and we place rigorous emphasis on communication and mutual accord. We are committed to our goal of helping our clients strengthen their financial well-being. Our goal is your success. Our clients benefit from our attention to detail and our comprehensive financial planning, insurance and investment approaches. Our Philosophy We were founded with the overall goal of maintaining life-long relationships with our clients. We dig deep into the understanding of our client’s needs, objectives, time frames and tolerance for investment risk. We are dedicated to providing financial services of the highest quality to help our clients protect their most valuable assets and reach their financial goals. Likewise, we strive to attract associates of the highest caliber who share and uphold our standards of professionalism. The Spectrum Financial Group, Inc. is an Independent financial services firm offering complete insurance and financial planning services to businesses and individuals. Our name reflects our focus on serving our clients with a full range of responses to their needs. Our staff resources range from new associates and financial professionals to those with over 30 years of service in the financial industry. Our customized programs and services are designed to help our clients grow and conserve wealth by striving to deliver an unparalleled quality level of service. Our Qualifications We pride ourselves on our education, experience and growth. Our professional qualifications are strengthened by our required continuing education toward the following credentials along with affiliations through various professional organizations, including: The National Association of Insurance and Financial Advisors (NAIFA), Million Dollar Round Table (MDRT), Chartered Life Underwriters (CLU), Chartered Financial Consultants (ChFC), Certified Financial Planner™ (CFP®), Wealth Management Certified Professional (WMCP), General Agents and Managers Association (GAMA) 6 Reasons to Work with a Financial Professional Here are six reasons to work with a financial professional no matter what life stage you’re in. More Videos » Have a Question? Name* Email Address Phone Number Question Spamfilter Newsletters Social Security Spousal Benefits This article offers an overview of spousal benefits, which could make a big difference in funding retirement for a married couple. Is the Medicare Donut Hole Really Closed? This article explains the four stages of Part D prescription drug coverage and how prices can vary in the coverage gap. Prepare Your Finances for the Next Emergency The pandemic has underscored the importance of a well-stocked emergency fund. This article offers tips for building up a cash reserve. Home Sweet Home Equity Owning a home or having substantial equity may offer financial benefits in retirement. Discover five ways to use or increase home equity. More Newsletters » Calculators Home Affordability Estimate of the maximum amount of financing you can expect to get when you begin house hunting. Roth IRA Conversion This calculator can help you determine whether you should consider converting to a Roth IRA. Retirement Plan Early Distribution Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan. Cost of Retirement Use this calculator to estimate how much income and savings you may need in retirement. More Calculators » Contact Office: (317) 846-2100 Fax: (317) 582-2350 9000 Keystone Crossing Suite 620 Indianapolis, IN 46240 sfg@spectrumfinancialgroup.com Only Zachary T. Scherer, Dennis Parrish, Robert "BJ" Knous, Paul Hare, Jeffrey Greenwell, Alexandra Parrish and Alexander (Al) Alessia offer securities through Securities America, Inc., Member FINRA /SIPC . Only Zachary T. Scherer, Dennis Parrish, Robert "BJ" Knous and Alexander (Al) Alessia offer advisory services through Securities America Advisors, Inc. Securities America and its representatives do not provide tax or legal advice; therefore it is important to coordinate with your tax or legal advisor regarding your specific situation. Spectrum Financial Group and Securities America are separate companies. This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed. The BBB has determined this business meets BBB accreditation standards, which include a commitment to make a good faith effort to resolve any consumer complaints. BBB Accredited Businesses pay a fee for accreditation review/monitoring and for support of BBB services to the public. BBB accreditation does not mean that the business' products or services have been evaluated or endorsed by BBB, or that BBB has made a determination as to the business' product quality or competency in performing services. Site Map Back To Top