Your Trusted Spokane Financial Advisors
Get organized. Make a plan. Enjoy your life.
Financial planning for individuals transitioning to retirement
Your Trusted Spokane Financial Advisors for Comprehensive Planning
Serving you face-to-face or virtually across the United States
It's one thing to have a written plan identifying the steps to reach your goals. It's quite another to follow through. At Quantum Financial Planning, our team of financial advisors in Spokane, WA believe reaching your goals requires making adjustments as the plan unfolds. That's how and why we've seen success for our clients time and time again.
Serving clients since
1979
Assets Under Management and Advisement*
$498,203,048
Average Client Tenure*
13.07 years
*All stats are as of 9/30/2023
The Quantum Financial Process
Proven to give you peace of mind
A financial plan is not the same as financial planning. Financial Planning is a process, not an event.
With our proven Quantum Financial Process we follow the steps needed to get you organized, help you follow a plan and ultimately enable you to realize your dreams.
Where are you in your plan?
Are you getting ready to retire?
You have saved up for many years and your working days will soon be behind you. As you approach this radically new and exciting change in lifestyle, you will have likely have some questions about how to make the transition, and how to best utilize your life’s savings.
Top Producing Real Estate Professional
You work hard to help others achieve their dream of homeownership, and know the importance of catering to each client's unique needs and preferences. As a result of this busy, but rewarding career, you have earned the opportunity to achieve personal financial success.
Quantum understands both the unique financial advantages and obstacles you face as a real estate professional, and our tailored services are designed specifically with you in mind.
Are you getting in transition?
Life is full of unknowns, and unexpected changes are bound to come along.
At Quantum, we partner with you to fully understand your unique situation and leverage our financial planning expertise to assist you. We will guide you through our comprehensive financial planning process, allowing you to make a financially savvy and informed decisions on whatever life throws your way.
Why Quantum Financial Planning?
Fiduciary
We put your interests above our own. Helping you make the right decision for you every step along the way.
Expertise
Our team is comprised of well trained financial planners ready to guide you through a wide array of questions.
Fee Only
We work for you, not a commission. This means our advice is focused on your needs, not on selling products.
Industry leading technology
Our innovative financial planning software allows us to collaborate on a multitude of financial planning topics, securely share your personal documents, and link all your personal financial accounts to one central hub. Whether you are on the app or logged in on your computer, you have access to your full financial picture.
AS FEATURED IN
Our Quantum Featured Resources
YOUR RETIREMENT ROADMAP
Stepping out of the work force and into retirement can feel like quite a hurdle, but it doesn’t have to be a leap of faith. Here are six steps to help make sure you are prepared to retire, both on a personal and financial level.
FAQs
Have questions about Quantum? Visit our FAQ’s page for more information about the questions that we field most often.
