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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.
The New Red Scare: Chinese Ownership of U.S. Debt
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Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
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Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Earnings season can move markets. What is it and why is it important?
It's important to make sure your retirement strategy anticipates health-care expenses.
It's important to understand the pros and cons when considering a prepaid debit card.
How to help determine life insurance needs to provide for your family after you pass away.
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This questionnaire will help determine your tolerance for investment risk.
This calculator will help determine whether you should invest funds or pay down debt.
Use this calculator to compare the future value of investments with different tax consequences.
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are a number of ways to withdraw money from a qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Pundits say a lot of things about the markets. Let's see if you can keep up.
If you died, what would happen to your email archives, social profiles and online accounts?
As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.
How will you weather the ups and downs of the business cycle?
There are hundreds of ETFs available. Should you invest in them?