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Client Requirements

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How Can I Qualify to be a Client

We only take a few clients each year 25-30, as such:

  1. You must have a $250,000 minimum balance in your retirement account or in combination Savings, Money Market, Certificates of Deposit (CD) and investment accounts.

  2. Can pay a minimum $2,500 fee which at the end of our first session, we will deliver to you a minimum $25,000 value in combination of savings or proven actionable growth of your account. IF WE DO NOT OFFER THE VALUE, YOU PAY NOTHING!


To discuss further and see if we can work together, give us a call at 408-396-0396 or schedule your appointment by completing the form below.

CONSULTATION

Schedule Your Appointment

Ready to take the next step toward a financially secure future? Schedule a consultation with one of our experts. To help understand your situation and prepare for your consultation, please complete the form:

Business Hours
Monday - Friday 9:00 AM - 5:00 PM PST
U.S.A. Office
  • P.O. Box 572 Winton,
    CA 95388
  • (408) 396-0369
  • info@firstspectrumfinanial.com