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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.
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Three things to consider before dipping into retirement savings to pay for college.
Term insurance is the simplest form of life insurance. Here's how it works.
It's important to understand the pros and cons when considering a prepaid debit card.
Military families face unique challenges, making personal finance even more critical.
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
The true cost of raising a child may be far more than you expect.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Use this calculator to compare the future value of investments with different tax consequences.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Determine your potential long-term care needs and how long your current assets might last.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
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
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are things you can do to keep yourself safe when you lose your wallet.
The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?
What does your home really cost?
It's easy to let investments accumulate like the junk in a junk drawer.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Are you ready for retirement? Here are five words you should consider.