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

Credit Card Debt

How Long Will It Take to Pay my Balance?

Lease Payment

How much would your monthly lease payment be?

Risk Tolerance

This calculator is designed to help you clarify your comfort level with investment risk.

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

More Calculators →

Newsletters

Using a Variable Annuity for Guaranteed Income

One recommendation from the White House Task Force on Middle Class Working Families was for retirees to consider purchasing annuities to help provide a stable income. Investors who want their retirement portfolios to go the distance might want to learn more about variable annuities.

HOT TOPIC: Understanding the Three New U.S. Trade Agreements

Congress recently approved trade agreements with South Korea, Columbia, and Panama. They are the first U.S. trade agreements in four years. This article examines the pros and cons of the agreements and how they may stimulate the U.S. economy.

There’s Still Time to Catch Up

Worker confidence in affording a comfortable retirement fell to a record low in 2011, but investors aged 50 and older may be able to make up for lost time by maximizing contributions to retirement plans and taking advantage of catch-up contribution limits. The accompanying chart shows the potential difference in accumulation by taking advantage of catch-up contributions.

Variable Annuities and Your Retirement Strategy

An insurance product may appeal to pre-retirees who want to invest more of their current incomes for retirement and defer taxes on market gains. A variable annuity enables investors to pursue investment gains with the option to purchase guarantees (for an additional cost) to help protect against the downside risks of investing in the markets.

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