Kevin Coffey, Founder, and CEO of Complete Spectrum Financial Services, Discusses His Approach to Helping His Clients with Financial Planning and Wealth Management
During the interview, Kevin discusses how Complete Spectrum Financial Services takes a different approach than many financial planning and asset management organizations because they have a team of experts working to maximize retirement planning options for their clients.
Because Social Security is a necessary part of a comprehensive retirement income strategy, there are important considerations before choosing to claim early. Working with a financial professional is crucial in coordinating these types of benefits.
In fact, Kevin explained that “There is not a single product or strategy that fits everyone’s financial needs and wants. Just like there is no one person who is an expert in all products and areas of financial planning. That is why we have a team of people who specialize in a certain area of the planning process.”
Kevin Coffey grew up in North Denver and is a native of Colorado. His company is built on old fashion values, which he learned from his grandparents, Flory Iacovetto & Rose Lombardi, who taught him that client satisfaction should mean more than earning money or increasing a company’s stock price. In addition, Kevin was inspired by his father, David Coffey, who taught him that hard work and honesty were the key elements to building a successful business. Kevin is very grateful to his clients and representatives who have placed trust in his recommendations and leadership. He graduated high school from Holy Family, and college from Colorado State University. Mr. Coffey has been helping people sleep better at night since 1991 by helping them answer difficult questions like: How can I pay for my child’s college education with as little out-of-pocket money as possible? What age can I retire? Can I live the lifestyle I want without outliving my money? What is the best way to leave tax-free money to my children, grandchildren, or a charity? How much money can I withdraw from my retirement accounts without running out of money?
Learn more about Complete Spectrum Financial Services by tuning in for the interview available on iTunes, Stitcher, iHeartRadio, and the Business Innovators Radio Network
To get a complimentary social security maximization report, call (303) 922-4309 or visit
Complete Spectrum Financial Services
10090 Garrison St, Westminster, CO 80021
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