QUANTUM FINANCIAL PLANNING

While risk is a fact of life, our goal is to help identify and mitigate your risk when needed to provide you peace of mind. We'll assess areas of risk such as your current insurance coverage and your portfolio's diversification. Then we'll make recommendations to make sure your risk level is in line with your financial plan... All too often, estate planning documents are drafted, signed, and then shoved in a drawer. By reviewing your estate plan, we can help shed light on potential financial pitfalls and help your loved ones avoid unneeded disputes after your passing. We then partner with your attorney as life changes and updates need to be made... Looking for Spokane financial advisors? Quantum Financial Planning serves people looking to retire and top-producing real estate agents.

Also known as: Quantum Financial Planning, Inc.

Primary location: Spokane United States