704 N Superior St,
Spokane WA 99202
Do you have a well-known slogan that defines or represents your business? From life insurance and retirement to safe money with guaranteed income…..we have you covered
How long in business? Family owned? In business since 2006 and yes, family owned and operated.
Why should someone choose your business over a competitor? We pride ourselves on providing our clients with custom solutions to their retirement and financial planning concerns. We are an independent fee based advisor and treat our clients like family. Our home office is based in Spokane and we live and actively participate in our community. We concentrate on finding the best performing, risk adverse and low cost investments available for our clients. We serve individuals, business and corporate entities and have a Certified Financial Planner and Certified Public Accountant in house that reviews each account to ensure we have the best strategy implemented while minimizing taxes. Our concentration is truly on our client; we keep our overhead low so that we can pass our savings directly to you. From life insurance and retirement to safe money with guaranteed income…..we have you covered.