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Call Us Today!

509.455.4305

818 W. Riverside Ave, Suite 800
Spokane, WA 99201

Our Products and Services

We provide assistance in the following areas:

Investments

  • Traditional IRA's
  • Rollover IRA's  
  • Roth IRA's
  • Individual/Joint Non-qualified accounts

 

Financial Planning

  • Detailed Retirement Plans
  • Tax Plans
  • 401 (k) Planning
  • 403 (b) Planning
  • College Planning
  • Estate Planning
  • Money Purchasing Pension Plans
  • Profit Sharing Plans

Insurance

  • Long Term Care Insurance
  • Life Insurance
  • Disability Income Insurance
  • Variable and Fixed Annuities