Recent Events

FULL SPECTRUM FINANCIAL GROUP HOSTS OPEN HOUSE EVENT


Sarasota Herald Tribune Press Release
Business News

{Sarasota, FL – November 10, 2017} Full Spectrum Financial Group, a Sarasota, FL based financial services firm, held an Open House on Thursday November 9th.  The event marked two milestones in the firm’s history:  15 years in practice and the grand opening of its new office in the Franklin Field office park.

Approximately 75 of the firm’s clients, vendors, and other attended the catered event. 

Full Spectrum Financial Group provides holistic financial planning integrating investment, tax, retirement, estate, insurance, and risk management planning into one comprehensive blueprint for its clients.

For more information about Full Spectrum Financial Group, please visit www.FullSpectrumFinancialGroup.com.

 

 

Open House Event Setup

 

Open House Bar Setup

 

 

 

Open House Food Setup

Steve Griffin with Cleints Larry Smith, Jane Quigley, and Bill Gondgridge

Steve Griffin with clients Julie & Dane Bassett

Steve Griffin with clients Patrick & Susan Grant

 

Conference Room

Clients Sue Grant, Christin Eley, Steve Hodgkinson, Barbara Kobobel & Patrick Grant

 

 

Steve Griffin & Cheryl Huntsinger

 

 

 

Client Barbara Kabobel

 

 

Clients, Warren & Janet Witte

 

Clients Nancy Gurnsey & Jerry Lyda

 

Kelly, Steve & Jessica of Full Spectrum Financial Group

 

 

Steve Griffin with his wife Trish

 

 

Kelly with client Flor Chaves

 

Clients, Bob & Ruth Firth

 

 

Clients Deborah Joy & Clarice Dodge

 

Local attorneys John Shamsey, Pete Skokos & John Moran

 

Clients John Chambliss & Neil Scott

 

Greeting Client Carolyn Angiolillo

 

Nancy Sault with Clients Keith & Terri Ex

 

FULL SPECTRUM FINANCIAL GROUP ANNOUNCES NEW EXECUTIVE


Sarasota Herald Tribune Press Release
Business News

{Sarasota, FL – July 31, 2017} Steve Griffin, CFP® and Principal of Full Spectrum Financial Group announced this week that Kelly Goldstein, MBA has become an Agent/Adviser for the firm.   Mrs. Goldstein was formerly a Para-Planner & Office Manager for the practice.  She received an MBA from Saint Leo University and resides in Sarasota, Florida with her husband, Joseph Goldstein.

“I am thrilled to have Kelly Goldstein move into the role of advising clients on the financial matters which are so important to them.  Having experienced our firm’s unparalleled thoroughness in preparing customized financial plans for our clients as a Para-planner and Office Manager, she will now provide the same positive client experience directly to clients.  I look forward to the impact she will have in her new role.”

Full Spectrum Financial Group advises Business Owners, Retirees/Pre-retirees, Families, and Professionals and assists them with organizing their financial matters, assessing the current economic landscape, and recommending a plan of action focused on achieving their unique life goals.  As a Certified Financial Planner™ practitioner, Mr. Griffin meets rigorous education and experience requirements and is held to the industry’s highest ethical and professional standards. 

For more information about Full Spectrum Financial Group, please visit www.FullSpectrumFinancialGroup.com.

 

PRESS RELEASE


Sarasota Herald Tribune
Business News

Steve Griffin, CFP®, IAR with Eagle Strategies, Forms FULL SPECTRUM FINANCIAL GROUP - Moves into NEW OFFICE SPACE

{Sarasota, FL – July 10, 2017} Steve Griffin, CFP®, announced this week that his Sarasota based financial planning practice has grown and has therefore moved into larger office space in the Franklin Field Office Center, 306 N. Rhodes Avenue, Sarasota, FL.  Commensurate with the move, which took place June 1, 2017, the financial planning and services firm took on a new business name, Full Spectrum Financial Group.

Steve explained that the new name reflects the focus and purpose of the practice, adding, “We feel this name accurately conveys our philosophy that in order to say you do “financial planning” you must back it up with genuine comprehensive analysis and the work that goes with it.  ‘Full Spectrum’ conveys the holistic, client-centric process we employ to deliver actionable plans and financial products specifically tailored to each individual client.”

Steve began the practice in 2002 and has assisted many Business Owners, Retirees/Pre-retirees, Families, and Professionals with organizing their financial matters, assessing the current economic landscape, and recommending a plan of action focused on achieving each client’s unique life goals. As a Certified Financial Planner™ practitioner, he meets rigorous education and experience requirements and is held to the industry’s highest ethical and professional standards. 

For more information about Full Spectrum Financial Group, please visit www.FullSpectrumFinancialGroup.com.

 


 

CLIENTS & GUESTS ENJOY 2ND ANNUAL SOCIAL EVENT AT
FLEMING'S STEAKHOUSE

On Tuesday, May 20th, 2017, Steve Griffin, CFP®  hosted a social event for a select group of clients, friends and family at Fleming's Steak House in Sarasota, FL.

The group was treated to coktails and hors d'oeuvres and enjoyed the evening's agenda which included a financial trivia competition with prizes and a 'town hall' style presentation from Geremy Van Arkel, Principal with Frontier Asset Management.

Attendees went home with gifts, goodies and a fun evening they are sure to remember for some time to come!

 


Steve & Kelly of Full Spectrum Financial Group

Geremy Van Arkel, Steve Griffin & Henry Kim

Steve & his wife, Trish
Clients Joy & David Abbott Clients Bob & Ruth Firth and Carlota Ohura Client Clarice Dodge & Guests

Kelly & her husband, Joseph

Kelly & Trish Clients Steve Hodgkinson & Christin Eley

 


 

STEVE GRIFFIN, CFP® HOSTS
ANNUAL FELDMAN FORUM


Following a longstanding tradition of collaboration with other advisers, Steve Griffin, CFP®, of Eagle Strategies LLC hosted the 20th Annual Feldman Forum.  Each year, CPAs, attorneys, and other advisors attend this educational event that features some of the most dynamic names in the industry.

Professionals who attend this invitation only event earn 4 free continuing education credits in their fields and are treated to a pre-session lunch.  This year's forum was held at the beautiful Community Foundation of Sarasota.

If you are interested in attending future events such as this, please feel free to contact us.

 

Sponsored by The American College and New York Life

 


 

 
CLIENTS ENJOY SOCIAL EVENT
AT FLEMING'S STEAKHOUSE

On Tuesday, April 5, 2016, Steve Griffin, CFP®  hosted a social event for a select group of clients, friends and family at Fleming's Steak House in Sarasota, FL.

The group was treated to coktails and hors d'oeuvres and enjoyed the evening's agenda which included a financial trivia competition with prizes, a Q&A segment called "Stump The Experts", and an informative presentation on Challenges in Retirement. 

Each attendee was sent home with a gift tote bag filled with goodies and a fun evening they are sure to remember for some time to come!

 

 

 

 

 

 

 

 

 

Steve & his wife, Trish

Kelly G. Steve Griffin & Henry Kim
Clients: Firth's & Ex's Steve & client Clarice Dodge Client Event Room
Clients: Hoeksema's & Guests Speaker Tyler Corbin Clients: Buckman's, Pickham & Guest

 

 

 

STEVE GRIFFIN, CFP® 
EDUCATES CPA GROUP


On Wednesday, February 24, 2016, Steve met with the partners and staff of Miles and Thirion Inc., a CPA firm in Sarasota, Florida. 

In response to the group's request, Steve educated them on how to recognize different types of annuites in order to best serve their clientele. There was keen interest as evidenced by the many questions and follow up discussion over the one hour luncheon.

If you are interested in attending future events such as this, please feel free to contact us.


 

STEVE GRIFFIN, CFP® HOSTS
ANNUAL ADVISOR SYMPOSIUM


Steve Griffin, CFP®, of Eagle Strategies LLC hosted the 5th Annual Advisor Symposium held at the Community Foundation of Sarasota on November 12, 2015.  Each year, CPAs, attorneys, and other advisors attend this educational event that features some of the most dynamic speakers in the industry.

This year’s symposium provided information on important federal income and estate tax developments, tax reduction strategies, and planning for large IRA’s. 

Professionals who attend this invitation only event earn 4 free continuing education credits in their fields and are treated to a pre-session lunch.

If you are interested in attending future events such as this, please feel free to contact us.

 

STEVE GRIFFIN, CFP® 
UPDATES CPA GROUP


On Monday, October 19th, 2015 Steve met with the partners of Miles and Thirion, a full service CPA firm in Sarasota, Florida. 

Coincidentally, the two firms were both founded in November of 2002, and have worked collaboratively with mutual clients ever since.  Additionally, each firm provides support, information and expertise to the other.  “It’s a very symbiotic relationship:  I’ll call them for clarification on a tax matter; they’ll email me with questions about financial products.  We both benefit from the strong suits’ of the other” Steve shares.

On this particular date, Steve updated the partners on the new IRS “QLAC” regulation, “linked” Long Term Care concepts, and various other topics. Below are photos taken during the meeting.

If you are interested in having Steve be a speaker for a future event, please feel free to contact us.

 

 

 


STEVE GRIFFIN, CFP® SPEAKS
ON LOCAL RADIO STATION


On Saturday, June 20th, 2015, Steve was a guest speaker on local radio talk show "It's Your Business.. With Jo Ann Koontz" which airs on WSRQ in Sarasota. 

Topics covered included "designations" used by those in the financial services industry, the financial process used in his practice, and specifics in working with closely held business owners. 

Full radio podcast available here: http://sarasotatalkradio.com/2015/06/its-your-business-june-20th-2015-with-ian-harding-steve-griffin/ (Fast forward to timestamp 21:20 to cue up to Steve's interview).

Below are photos taken during the airing of the show.

 

 


STEVE GRIFFIN, CFP® HOSTS
20TH ANNUAL FELDMAN FORUM


Following a longstanding tradition of collaboration with other advisers, Steve Griffin, CFP®, of Eagle Strategies LLC hosted the 20th Annual Feldman Forum.  Each year, CPAs, attorneys, and other advisors attend this educational event that features some of the most dynamic names in the industry.

Professionals who attend this invitation only event earn 4 free continuing education credits in their fields and are treated to a pre-session lunch.  This year's forum was held at the beautiful Community Foundation of Sarasota.

If you are interested in attending future events such as this, please feel free to contact us.

 

Steve with Mary Jean Wenzel, EA

Steve speaking to the attendees

Steve with Jim Johnson and David Denton of
Greene Hamrick Quinlan & Shermer, P.A.

 

 

 

 

Feldman Forum

 

   Steve with Wally Wleklinski, CPA

 

Sponsored by The American College and New York Life

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