Clear answers to your financial questions



You have worked hard to build financial security. Financial advisors and planning professionalsHowever, we know it is easy to let uncertainty, fear, or a lack of information stand between you and your goals for the future. Our comprehensive approach to financial planning will provide you with clarity and peace of mind so you can make informed decisions and feel confident about the decades to come.

Schedule a financial planning meeting   Our financial planning services

Call us: 509-328-6653

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Schedule an insight meeting

Tell us about your needs and goals, meet our team, and see whether we are the right fit for you

Schedule an insight meeting

Simplify the options

We can help bring clarity to your situation so that you can identify and better navigate your options

Simply the options

Create a customized plan

Together we will create a customized plan that helps propel you toward your goals and eliminate your fears

Create a customized plan


Full-serivce registered investment advisors and financial planning professionalsFull-Service Registered Investment Advisor

Let us help you create a comprehensive financial plan to meet both your short and long-term goals. In addition to serving your investment advisor needs, we will work alongside you to help make your dreams a reality.

Check the background of our firm on FINRA's BrokerCheck.

Schedule a financial planning meeting   Our financial planning process



Information About the Tax Document Schedule

Quantum has prepared this guide to help clients know when to expect their tax documents. The guide also includes some very important reminders and helpful hints to keep in mind as tax season unfolds. 



Tax Season Resource: Check out our Key Financial Data fact sheet for 2018. It includes new tax bracket information, as well as the changes to standard deductions, personal exemptions and estate tax exclusions created under the new tax law. This is a great resource for tax planning.



Instructions for Online Access at TD Ameritrade

You will recieve a welcome letter from TD Ameritrade once your new account has been established. The letter will include your full account number and confirm the zip code associated with the account. These two pieces of information are all that is needed to begin the sign-up process for online access.

Simply visit and click the "Get Started" button. For general instructions on what to expect, click here.

Schedule A Meeting

The first few meetings are always free. That gives you a chance to learn more about who we are and how we can help.

Schedule A Meeting

Quantum's Services

Learn how our comprehensive financial planning services can help you find clarity.

Quantum's Services

Contact Us

Please feel free to contact us with any questions.

Contact Us

Quantum Financial Planning Services, Inc.

1212 N Washington St., STE 220
Spokane, WA 99201
  • 509-328-6653
  • 509-328-1469
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck