Quantum Financial Planning Services, Inc.

Quantum Financial Planning is a Pacific Northwest-based firm with locations in Spokane, Washington and Kirkland, Washington. Our services include comprehensive financial planning, investment planning and implementation, and wealth management. We are a locally owned and independent team of CERTIFIED FINANCIAL PLANNERTM   professionals that have been in business in Spokane for over 30 years.

While we specialize in helping our clients build comprehensive and personalized retirement plans, we also offer a wide range of services that can be provided independently from our all-inclusive planning and investing package. These amenities include estate planning, college planning, the selection and purchase of life insurance and many others.

Please take a few moments to familiarize yourself with our website and our team members. For your convenience, our site is regularly updated to give you the most current information on financial planning topics. Additionally, our website provides many tools and educational resources that we hope will help your endeavors. 

 

For more information, please call us at 509-328-6653.

 

Follow us on Facebook and LinkedIn:

Quantum Financial Planning is now on Facebook! Please click the link to view our page and remember to "like" us while you are there.

 

Please also feel free to view our profile on LinkedIn. You will find links to the personal LinkedIn profiles of our financial advisors when you arrive at our company page.

 

To help you stay better connected with your financial planners, we send out quartely e-newsletters filled with current market information, financial planning strategy resources and upcoming events. Please call or email our office if you would like to receive the next edition.
Calculators

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

Car Affordability

How much can you afford to pay for a car?

Capital Gains Taxes

Estimate short-term and long-term federal capital gains taxes

Lease Payment

How much would your monthly lease payment be?

More Calculators →

Newsletters

Tax-Efficient Investments for the Tax-Averse

Raising taxes is one of many ideas that have been proposed to help reduce mounting federal budget deficits. Readers who are concerned about the prospect of higher taxes in the future may want to consider the tax advantages associated with municipal bonds and tax-exempt mutual funds.

Understanding the Appeal of Mutual Funds for High-Income Households

Mutual fund ownership increases directly with household income. In fact, 81% of households with incomes of $200,000 or more own mutual funds. What is it about mutual funds that attracts affluent investors?

Help Keep Your Estate Out of Probate

Anyone who has seen an estate go through probate knows that it's the legal equivalent of having a tooth pulled. But just like tooth decay, probate may not be entirely avoidable.

Tips for Surviving the Estate Tax

The federal estate tax was reinstated retroactively to January 1, 2010, by the 2010 Tax Relief Act. However, the favorable provisions are scheduled to expire at the end of 2012, when estates exceeding $1 million could be subject to the federal levy.

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