Frequently Asked Questions

Getting to Know Quantum

  • How do I find the office?
    • Click here for directions to the Spokane office
    • Click here for directions to the Kirkland office 
  • What does CFP® stand for and why is it important?
  • 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. Then, if you are 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 does Quantum help protect my identity?
    • Our hardware and software are protected with a software and hardware firewall.
    • Confidentiality, fidelity and discretion are paramount attributes considered in the hiring of all our employees, and all new team members receive background checks.
    • We use a professional shredding vendor when disposing of financial records as a precaution to protect the identity of our clients.
  • 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 freeze my credit? 
    • Click here to read Quantum's recent article to clients
  • 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, or call 1-888-382-1222
  • Where can I get information about Social Security Benefits?
    • You can visit the Social Security Administration webiste:
    • 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
  • What are the Different Types of IRAs
  • How Long Do You Have to Keep Your Statements?