What We Do
Implement a comprehensive, tailored financial
plan with ongoing support
Gain peace of mind
A comprehensive financial plan so you can live the life you love
It's one thing to have a written plan identifying the steps to reach your goals. It's quite another to follow through. Our financial planning team in Spokane, Washington, believes reaching your goals will require making adjustments as the plan unfolds.
Cash Flow Analysis
Our cutting-edge, user-friendly financial planning software will help you understand the scope of your cash flow data. Once a baseline is established, we will run “What If” scenarios to help you make informed decisions and find solutions that optimize your goals.
Retirement Planning
The transition to retirement is not simply about the size of your investment portfolio. A successful transition will factor in all aspects of your financial life including your monthly income needs, healthcare costs, social security, lifestyle goals, and much more. We guide you through a proven planning process to ensure you’re ready for the exciting change ahead.
Wealth Management
At Quantum we believe in building a diversified portfolio matched to your unique circumstances. Our investment advice is guided by Quantum’s Investment Committee, which meets regularly to consider current market trends and new investment vehicles. You can stay up-to-date on all your portfolio details with our cutting-edge technology and user-friendly tools.
Risk Assessment
While risk is a fact of life, our goal is to help identify and mitigate your risk when needed to provide you peace of mind. We’ll assess areas of risk such as your current insurance coverage and your portfolio’s diversification. Then we’ll make recommendations to make sure your risk level is in line with your financial plan.
Estate Planning
All too often, estate planning documents are drafted, signed, and then shoved in a drawer. By reviewing your estate plan, we can help shed light on potential financial pitfalls and help your loved ones avoid unneeded disputes after your passing. We then partner with your attorney as life changes and updates need to be made.
Specialized Planning
We recognize that certain circumstances require specialized, niche expertise. Across our team of financial planners, we have individuals who are trained and experienced in unique planning areas so that our clients can benefit from a collective robust and thorough knowledge base. We have guided clients through the intricacies of pensions, stock options, RSU’s, ESOP’s, real estate investment properties, and more.
Schedule a No-Obligation Complimentary Insight Meeting Today
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 Personal CFO 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.
Download Our Complimentary Resource Guide
Wondering what the steps to a successful transition to retirement look like? Download "Your Retirement Roadmap - a guide" for a peek at what you can expect when transitioning to retirement while partnered with our team at Quantum.
What is the process?
We give you peace of mind
Our proven financial planning process guides you through the 5 steps needed for a successful transition to retirement.
Our Financial Planning Software
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.
