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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.
Budget Check Up: Tax Time Is the Right Time
Tax preparation may be the perfect time to give the household budget a check-up.
The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Don't let procrastination keep you from pursuing your financial dreams and goals.
When considering life insurance, it's important to understand your options.
There a number of reasons for business owners to consider a business succession plan sooner rather than later.
Simple steps may help you foil hackers and protect your privacy.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
An increasing number have been developed to help individuals with their personal finances.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator can help you estimate how much you may need to save for retirement.
Estimate how long your retirement savings may last using various monthly cash flow rates.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn more about taxes, tax-favored investing, and tax strategies.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
Using smart management to get more of what you want and free up assets to invest.
Have you explored all of your choices when it comes to managing your taxable income?
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
With alternative investments, it’s critical to sort through the complexity.
In life it often happens that the answers are right in our own back yards. This may be particularly true of investing.
A bucket plan can help you be better prepared for a comfortable retirement.
Investors seeking world investments can choose between global and international funds. What's the difference?