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Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC.
Your Financial Future
Today’s economic environment presents many challenges. Along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.
Whether you’re facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing money questions and provide high quality financial services.
Our office is located on Spokane's South Hill. We provide the greater Spokane and Coeur d'Alene areas with excellent financial advisory services.
Our client's financial success is our number one priority. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the foundation of success in the personal finance arena.
Our site is filled with a summary of our advisory services, educational videos, articles, presentations, and financial calculators designed to help you learn more about the world of personal finance. As you search our website, send us a note regarding any questions you may have about any particular investment concepts or products. We’ll get back to you quickly with a thoughtful answer.
Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
Systematic Withdrawals in Retirement - Clear and Wrong?
Taking regular, periodic withdrawals during retirement can be quite problematic.
Inflation & Your Money
It's important to understand how inflation is reported and how it can affect investments.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Don't let procrastination keep you from pursuing your financial dreams and goals.
Gaining a better understanding of municipal bonds makes more sense than ever.
Understanding how capital gains are taxed may help you refine your investment strategies.
As our nation ages, many Americans are turning their attention to caring for aging parents.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate the total cost in today's dollars of various mortgage alternatives.
This questionnaire will help determine your tolerance for investment risk.
Use this calculator to assess the potential benefits of a home mortgage deduction.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator can help determine whether it makes sense to refinance your mortgage.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
There are some key concepts to understand when investing for retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
What are your options for investing in emerging markets?
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Here are 3 steps to take right now that may make a difference if you find yourself suddenly single.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
Women are great at multi-tasking. But many drop the ball when preparing for retirement.