LODESTONE WEALTH MANAGEMENT

Lodestone Wealth Management, LLC. serves clients from all professional backgrounds. Our roots in the greater-Spokane area fittingly represent our diverse client base: retirees, professionals, business owners, state and local government employees, and employer-sponsored retirement plans such as 401(k), SIMPLE, and SEP IRAs... We specialize in establishing and implementing financial plans for professionals considering a transition to retirement. Our cost-conscious, fee-sensitive approach also resonates with young households committed to systematically investing towards established financial goals... A financial plan is a financial road map unique to each client. We use sophisticated cash flow analysis to help clients visualize the changes in their net worth from today through their 90s. This approach allows us to assist clients with making necessary adjustments to their financial lives so they can achieve financial independence. The financial plan becomes a living document which..

Also known as: Lodestone, Lodestone Wealth Management, LLC

Primary location: Spokane United States