Get organized. Make a plan. Realize your dreams.



You have worked hard to build financial security. Financial advisors and planning professionalsHowever, 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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As a client, you will be guided through Quantum's proven process to clarify all aspects of your current financial situation, prioritize short and long-term ambitions, and build a plan to achieve your aspirations. Then, we will partner with you to provide ongoing accountability, service, and expertise as you make progress toward your goals.



How to Get Started

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 professionals

An Important Distinction:

A Financial Plan Versus Financial Planning

It's one thing to have a written plan identifying the steps to reach your goals. It's quite another to follow through. Also, what becomes of your plan when an important component abruptly changes? At Quantum, we believe reaching your goals will require making adjustments as the plan unfolds. Having a team of financial planning professionals on your side will ensure you can navigate the many twists and turns ahead. Quantum is a full-service independent Registered Investment Advisor. 

Schedule a financial planning meeting   Our financial planning process