Spectrum Financial Alliance

About

Spectrum Financial Alliance is a Registered Investment Advisor and comprehensive wealth management firm located in the Lexington, KY area.

Story

Spectrum Financial Alliance, Ltd., L.L.C., is a comprehensive wealth management firm with expertise in Retirement Planning, Wealth Management, Investment Risk Management, 401(K) and 403(b) Plans, Existing Retirement and Company Pension Plans, College Savings Plans, Legacy and Estate Planning, Home and Auto Loan Advice, Life Insurance, Pertinent Financial Topics, CD Rate Comparisons, Evaluation Existing Insurance Policies, and more!

Spectrum Financial Alliance Ltd., L.L.C. is the successor corporation of Buckley Financial Advisory Ltd., L.L.C., which was founded in April of 1995 as a diversified asset management and financial planning practice. With the addition of highly qualified professionals in the areas of risk management, estate planning, employee benefits, and financial planning, the corporate name was changed solely to reflect the broader and more comprehensive nature of the services we provide in all areas of our practice.

C. Kelly Buckley, MBA, CFP®, Managing Principal & Managing Director for Asset Management, is a Lexington native with over 28 years of experience in professional money management. As a 1979 Air Force Academy Graduate and retired F-16 fighter pilot, Kelly has ingrained the core values of the Academy into his everyday life, "Integrity First, Service before Self, and Excellence in All We Do." He has been selected as a featured speaker at many peer financial conferences. He also has experience teaching college undergraduate and continuing education courses in Finance, Investment, and Macro-Economics. Kelly formerly served as an Assistant Vice President with Merrill Lynch before founding Spectrum Financial Alliance Ltd., L.L.C., the successor entity of Buckley Financial Advisory Ltd., L.L.C.

Mission

Spectrum Financial Alliance is a Registered Investment Advisor, which means we have a fiduciary duty to make decisions in our client’s best interest 100% of the time. Many financial services firms do not have a fiduciary duty and are not required to put the client’s interest above their own.

We work and live by the Golden Rule and specialize in providing comprehensive and personalized services in the areas of asset management, financial planning, insurance services, and estate planning.

Impressum

Official Facebook page for Spectrum Financial Alliance, Ltd., LLC, www.spectrumalliance.com/, an RIA whose founder, Managing Principal, and Managing Director for Asset Management is C. Kelly Buckley, MBA, CFP®. We can be reached at 859-223-6333 or at [email protected].

Products

Retirement Planning, Wealth Management, Investment Risk Management, 401(K) and 403(B) Plans, Existing Retirement and Company Pension Plans, College Savings Plans, Legacy and Estate Planning, Home and Auto Loan Advice, Life Insurance, Pertinent Financial Topics, CD Rate Comparisons, Evaluation of Existing Insurance Policies, and more!