1. Spectrum Financial Solutions
We bring creative and innovative ideas to the financial challenges
that you may face. We recognize the importance of designing a
flexible plan that adjusts to both your individual
situation and a dynamic economy.
We understand that financial success goes beyond
accumulating and managing assets. It is about Creating Wealth -
Building Security - Planning Your Legacy.
As a private or corporate client you come to us for our expertise—
as well as our team approach and dedicated service. You value
our proactive thinking on your behalf.
Our business is built on Your Success and Trust—the referral of
your family members, friends and business partners. We are Your
Advocate dedicated to providing you with a well-balanced,
creative, and customized financial strategy.
Our Vision
…………………………………
We are committed to delivering first-
class financial advisory services to our
clients:
Private Clients
Entrepreneurs
Institutions
We provide you advisory services such as
fee-based financial planning as Advisory
Representatives of Jefferson Pilot Securities
Corporation.
We achieve this by
Providing unwavering professionalism,
objective advice, and outstanding
service
Designing financial solutions that
address each client’s unique needs and
circumstances
Working with your trusted advisors,
coordinating, and questioning on your
behalf to realize an integral strategy
Our Practice
…………………………………
We provide personal attention to your
business and personal needs. We draw
on our associates’ knowledge and
experience and the extensive resources
of our network of product and service
providers.
Wealth Management Services *
Executive/Employee Benefits
Risk Management
Financial Education *
Investments *
Independence
Helping to secure the future in a world of risk™
(631) 595-1700
RiskReward.com
Integrity I Objectivity I RespectIntegrity I Objectivity I RespectIntegrity I Objectivity I RespectIntegrity I Objectivity I Respect
The Hallmarks of our PracticeThe Hallmarks of our PracticeThe Hallmarks of our PracticeThe Hallmarks of our Practice

2. We invite you to take the next step and meet with one of our asso-
ciates to learn more about how we can assist you in achieving
your financial goals.
Andre FasslerAndre FasslerAndre FasslerAndre Fassler
Managing Partner
Andre heads up our Corporate Solutions Group. In this capacity,
he works with large corporations and select business owners to
address their corporate, employee benefits, and individual plan-
ning needs. A former advisor to portfolio managers and financial
institutions, Andre successfully demonstrates a balance between
business acumen and financial prudence.
Andre has over 21 years of international financial services experi-
ence. He specializes in offering competent solutions on execu-
tive / employee benefits, and comprehensive financial and estate
planning—particularly for expatriate employees.
Ann Marie VastanoAnn Marie VastanoAnn Marie VastanoAnn Marie Vastano----Inglese, J.D.Inglese, J.D.Inglese, J.D.Inglese, J.D.
Director of Corporate Benefits
Ann Marie’s focus is to provide innovative solutions in the realm
of employee benefits for our corporate clients. She will guide you
with the appropriate tools and resources necessary to balance
employee benefits plan designs with your corporate need to con-
strain costs.
Ann Marie is an educator for Spectrum’s worksite program and
actively assists Human Resources departments during employee
benefits enrollment periods.
Before joining Spectrum, Ann Marie began her career in law. She
specialized in estate and business succession planning, as well as
estate administration. Ann Marie is an member of the Bar of the
State of New York.
PRACTICE AREAS
…………………………………
Wealth Management Services *Wealth Management Services *Wealth Management Services *Wealth Management Services *
Asset Allocation
Asset Management
Financial Planning
Retirement Planning
Risk Management
Tax Strategies
Cash Management
Trust Services
Charitable Giving
Estate Planning
Business Continuation Planning
Executive/Employee Benefits *Executive/Employee Benefits *Executive/Employee Benefits *Executive/Employee Benefits *
401k / Roth 401k Plans
Planning for Expatriate Employees
Deferred Compensation
Executive Bonus Plans
Profit Sharing Plans
Pension Plans
Split Dollar
ESOPs / SERPs
Insurance (Group/Individual)Insurance (Group/Individual)Insurance (Group/Individual)Insurance (Group/Individual)
Disability
Health—Medical / Dental/Vision
Key Person (BOLI & COLI)
Life / Accident
Long-Term Care
Annuities *
Income Products
Financial Education *Financial Education *Financial Education *Financial Education *
Navigating your Company Benefits
Financial Fitness Strategies
Retirement Planning
Estate Planning
Caring for Aging Parents
Charitable Giving
Investments
Investments *Investments *Investments *Investments *
CDs / Bonds / Stocks
Mutual Funds / UITs
ETFs / REITs
Managed & Separate Accounts
Qualified and Non-Qualified Accounts
Securities and Investment Advisory Services offered as representatives of Lincoln Financial Securities Corporation, a Registered Investment Advisor. Member FINRA,
SIPC.
OSJ: 2131 Deer Park Avenue, Deer Park, NY 11729-1320 (631) 595-1700.
Lincoln Financial Securities Corporation is a member of the Lincoln Financial Group which is the marketing name for Lincoln National Corporation and its affiliates.
Insurance offered through LFS Marketing & Insurance Agency Corporation. Spectrum Financial Solutions is not an affiliate of Lincoln Financial Securities Corporation.
Your attorney and accountant should be consulted regarding legal and tax implication. Neither Spectrum Financial Solutions nor its associates provide such advice.
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