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Financial & Estate Planning

The relationship with a financial planner has many unique characteristics. Trust is at the core of any successful relationship along with commitment, follow-through and communication. Of course, being objective, confidential, resourceful and ethical are expected traits to enable the relationship to long-lasting. We strive to have your planning experience exceed your expectations in every chapter throughout your life.


    Resources


    • Dinkytown- This website is full of various financial calculators that you may find useful. 
    • Spokane Estate Planning Council - The purpose of this council is to study and discuss problems germane to the field of estate planning. Related aspects of estate planning should be considered systematically in a technical and professional manner.
    • National Association of Estate Planners and Councils - It is the Mission of the National Association of Estate Planners & Councils (NAEPC) to promote the multi-disciplinary approach to estate planning by supporting local Estate Planning Councils and their members and by encouraging the formation of new Councils.
    • Clark Howard - The purpose of the website: "Save more, spend less and avoid rip-offs."
    • Annual Credit Report - This site will help you access your credit report.