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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.
Personal Finance Tips for Military Families
Military families face unique challenges, making personal finance even more critical.
The Rule of 72
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.
Should You Borrow from Your 401(k)?
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
For some, the social impact of investing is just as important as the return—perhaps, more important.
However exciting retiring abroad may sound, it deserves considerable planning.
To choose a plan, it’s important to ask yourself four key questions.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Determine your potential long-term care needs and how long your current assets might last.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator helps estimate your federal estate tax liability.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate the potential capital gains taxes due on your transactions.
Assess whether you are running “in the black” or “in the red” each month.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investment tools and strategies that can enable you to pursue your retirement goals.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some key concepts to understand when investing for retirement
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Smart investors take the time to separate emotion from fact.
Understanding the cycle of investing may help you avoid easy pitfalls.
Do you have causes that you want to support with donations? Here are three tips.
Investors seeking world investments can choose between global and international funds. What's the difference?
What does your home really cost?