FAQs
Frequently asked questions
1212 N Washington St Suite 220 Spokane, WA 99201
We are located at the Rock Pointe Corporate Center at the corner of Boone Avenue and Washington Street. Our office building, Rock Pointe One, is the middle of three that are at the complex. Both the building name and street address are clearly posted above the main entry. You will find us on the second floor, just up the stairs (or elevator) and to your left.
CERTIFIED FINANCIAL PLANNER™ certification is the standard of excellence in financial planning. CFP® professionals meet rigorous education, training and ethical standards, and are committed to serving their clients' best interests today to prepare them for a more secure tomorrow.
To learn more about the CFP® certification, visit here: https://www.letsmakeaplan.org
Quantum and its financial planners accept a fiduciary duty, which means we are committed to acting in your best interests at all times when providing financial advice and financial planning.
Protection of personal information is more important today than ever before. To combat the threat of identity theft and fraud, we work with technology experts on an ongoing basis to keep our data and programs secure. Furthermore, we follow a strict set of policies that cover security measures ranging from office safety protocols to the monitoring of client account transactions.
Quantum has been utilizing digital meetings for years as we serve clients who live in all corners of the United States. We are able to meet by whatever means are most convenient for you.
Quantum’s services are designed specifically for individuals approaching and in retirement. We do serve some individuals with other financial planning concerns, but the majority of our services surround the needs of this demographic.
We never charge for the first meeting, which we consider our Insight Meeting. This is a time for you to ask questions and consider whether Quantum is best suited to meet your financial planning needs.
Quantum Financial Planning Services, Inc. is a fee-only Registered Investment Advisor. Practically, we get paid in two manners. First, a one-time flat fee for financial planning. Second, as a percentage of assets under management for portfolios that we manage on behalf of our clients.
We do NOT accept any investment commissions.
At Quantum we take a long-term investment perspective. In practice, this means we systematically rebalance portfolios, and manage each client’s portfolio based on objectives and risk to achieve his/her long-term goals while striving to keep investment costs low. We believe that investment performance is attributed to asset allocation over security selection.
