Quantum Financial Planning Services, Inc.

CONNECT

Address:

1212 N Washington St., STE 220
Spokane, WA 99201

Phone:

509-328-6653

Fax/Other:

509-328-1469

Frequently Asked Questions

Looking for general financial planning resources? Check out our Resources Center, which provides an abundant selection of educational guides, articles, videos and calculators. Also, don't miss the helpful videos at the bottom of this page.

 


 

Getting to Know Quantum

  • What does CFP® stand for and why is it important?

  • How does Quantum help protect my identity?

    • Confidentiality, fidelity and discretion are paramount attributes considered in the hiring of all our employees. Additionally, every newly hired staff member is fingerprinted before starting employment.
    • We use a professional shredding vendor when disposing of financial records as a precaution to protect the identity of our clients.
    • Furthermore, our hardware and software are protected with a software and hardware firewall.
    • Please review the full details of our Information Security Disclosure by clicking here.
  • I am anxious about letting someone else manage my accounts. Will I still be able to make all final decisions regarding my finances? 

    • It is important to us that our clients feel comfortable and remain completely in control of their finances. Therefore, the accounts for every client we serve are designated as “non-discretionary,' meaning that any changes to any account requires prior approval from the owner. Quantum believes the client should maintain the sole power to make all decisions. We provide experience, advice, research and expertise, but ultimately we regard your investments as yours.
  • How do we get started?

    • Visit our Quantum Process page to learn about the steps we will go through together.
    • See what to expect during your first meeting with us by clicking here.
  • I already have an existing portfolio. Can Quantum still help me?

    • Having a preexisting portfolio is no problem at all. We are happy to review your current investments and make suggestions to encourage asset allocation, capital preservation and growth. If you are then interested in creating an ongoing relationship with our firm, you can retain Quantum as your financial advisory firm so that we can continue to monitor and improve your current portfolio.
  • How often does Quantum host events and workshops to benefit its clients and community?

    • Click here to learn about the active role that Quantum takes in providing information and resources to our community.

 


 

Common Client Questions

 


 

General Questions

  • How can I opt out of Credit Offers?

  • How can I check my credit report for free?

  • How do I reduce the telemarketing calls I get at home?

    • You can register your phone number on the National Do Not Call Registry - go to www.donotcall.gov, or call 1-888-382-1222
  • Where can I get information about Social Security Benefits?

    • You can visit the Social Security Administration webiste: www.ssa.gov
    • For information about how to apply for your benefits, click here
    • You can also call or visit the local Spokane office:
      • Phone: 1-800-772-1213
      • 714 N Ironbridge Way, Suite 100, Spokane, WA 99202
  • How do I leave requests/directions for my Funeral Ceremony for my heirs?

    • To relieve the burden of making decisions and arrangements in the time of need, here is a form you can fill out that will outline your funeral wishes: Funeral Planning Form
  • Is there an objective way to get information about my broker?

    • FINRA's BrokerCheck can tell you a great deal about your broker and it is very easy to use!
  • What are the Different Types of IRAs?

  • How Long Do You Have to Keep Your Statements?

 


 

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck