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Frequently Asked Questions

Who is Securities Service Network, Inc or SSN?
- SSN is our back office based out of Knoxville, TN
- They help us with our client transactions and with our compliance work to give our client the highest level of service
Received Letter from SSN on updating New Account Form - what is this?
- Our clients are required to update any changed information (i.e. new address, new phone number, etc) on New Account forms every three years or when information changes
- Here is our updated process:
  - Updated Process for New Account Forms
  - Sample Letter from SSN
How do I "go paperless" and stop receiving statements in the mail?
- American Funds
- Pershing
What do I need to do with the SSN Privacy Policy statement that I received?
- The SSN Privacy Policy will be mailed to out every June
- You do not need to do anything
- Sample SSN Privacy Policy Mailer
What are the days that Quantum's office is closed?
- 2012 Quantum Holiday Schedule
How can I opt out of Credit Offers?
- You may request to opt-out of preapproved credit card offers for up to five years or permanently
- Visit the official website: www.OptOutPrescreen.com or call 1-888-5-OPTOUT (1-888-567-8688)
- Also see more information on opting out on this pdf from the Federal Trade Commission (FTC): FTC Facts for Consumers
How can I check my credit report for free?
- Visit the website www.annualcreditreport.com to learn about your three options
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
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 are my wishes and information reguading my funeral service: Funeral Planning Form
What are the Different Types of IRAs?
How Long Do You Have to Keep Your Statements?

Informational Videos

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

Phone: 509-328-6653 Fax: 509-328-1469 Email: info@quantumplanning.com

Due to various state regulations and registration requirements concerning the dissemination of information regarding investment products and services, we are currently required to limit access of the following pages to individuals residing in states where we are currently registered. Investments products and services available only to residents of: AK, AL, AZ, CA, CO, FL, GA, IA, ID, IL, KS, MD, ME, MI, MT, NC, NE, NM, NV, NY, OH, OR, PA, SC, SD, TN, TX, UT, WA, WI
Fee-based advisory services are offered through Quantum Financial Planning Services Inc., a registered investment advisor. Advisory services available only to residents of WA, ID, OR, MT.

Securities offered through Securities Service Network, Inc., Member FINRA/SIPC