Financial Advisor Spokane

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Spokane Financial Service

Make your money work for you

At Financial Advisor Spokane, we believe that you shouldn’t just be working for your money, but that your money should be working for you!

Whether it’s retirement planning, money management, estate planning, etc., contact us today to talk to a certified financial planner Spokane WA to help you get on the path to success and put your dollars to work!

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Financial Planning Services Spokane

Are you really as prepared as you think?

Are you truly setting yourself up for financial success? While we are sure that most people would answer with a resounding “Yes!”, they ultimately end up finding out that their “surefire” financial strategy is not as flawless as they imagined, leaving them susceptible to financial disaster.

This is why Financial Advisor Spokane is here to help. With our team of Spokane financial advisors, financial consultants, and certified financial planners, we can step in and help you make sure that both you and your loved ones are completely ready for the future.

We provide free life insurance quotes.

Contact us for a fast and free quote!

About Financial Advisor Spokane

Whether you are looking for business planning, retirement annuity, life insurance, long term care insurance, disability insurance, money managers or more, Financial Advisor Spokane has the answers to your financial questions.

When it comes to finances, you might be feeling stressed, or you might be feeling great! Whether looking at your bank account brings you feelings of desperation, or feelings of joy, don’t be afraid to reach out and talk to a Spokane financial planner. After all, financial planning is for everyone! Over the years we have helped many people get on the path to financial success, and now we can help you too!

You might be trying to decide when to get a financial planner, or even if finding a financial advisor or wealth advisor is right for you. When taking inventory of your financial preparation, be sure to take into account some of the following questions:

Do you know how much money you need to retire, and are you on track to meet those goals?

In the event of premature death, what will you be leaving behind for your family?

Will they be able to provide for themselves?

If you were to become disabled and were not able to work, would your financial plan for the future be derailed?

At Financial Advisor Spokane, we offer a number of different financial services to our clients to make sure that no matter what happens, you can still be set for financial success and security.

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Why should you choose Financial Advisors Spokane?

Our team of Spokane financial advisors, life insurance agents, financial planners, etc. all work together to be able provide a number of beneficial financial services, including:

  • Financial Planning
  • Life Insurance / Annuities
  • Retirement Planning
  • Business Planning
  • Children Education Goals
  • Wealth Management / Investments
  • Disability Insurance / Income Protection
  • Cash Flow Management / Debt
  • Estate Planning
  • Long Term Care Insurance

Ever since our beginning years ago, it has been our mission to help however we can, by providing you with the knowledge you need to make sound financial decisions for you and your loved ones.

While other financial companies might sell clients expensive products that they don’t really need, our team is dedicated to taking the time to help you understand what you need and don’t need for your future. Our mission is to help our clients, not make a commission.

We believe in having only the best financial advisors on our team, which is how we have maintained such a high level of trust and professionalism with our clients. So if you are looking for an insurance agent, financial planner Spokane, financial counselor, or wealth manager, you can trust that our team is full of people who are ready and excited to help plan your future with you.

In a world that is increasingly chaotic and unpredictable, there is no better time to think about the future than now. It is never too early to start preparing financially, and the sooner you quantify your financial goals, the sooner you can start working towards them.

Call or contact us today to see what we can do for you. Come to our office, or even ask us about a virtual meeting!

We provide free financial plans.

Contact us for a free a financial consultation!

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How It Works?

If you are looking at any of our financial services, whether it is estate planning Spokane, financial planning, trying to find money managers, or even just get a life insurance quote from an insurance company near you, just tell us what you are interested in, and we will get to work helping you plan it out!

Come sit down with a financial consultant Spokane. Together, we will go over your current financial state. We want to help you understand where you are, so that you can understand what it takes to get where you want to go. With a team of financial planners near you, we have many different solutions ready to offer.

From the moment you come in to discuss your financial situation, Financial Advisor Spokane keeps your information personal and private, as well as being respectful of you. Sometimes people get embarrassed to go over finances, but remember: we are not here to judge, we are here to help!

And while trying to find a reliable financial planner in Spokane can seem like a difficult task, we assure you that all of our financial consultants have years of experience under their belt, and have helped countless clients over the years, some of whom have probably been in a situation similar to yours!

Financial Services Spokane WA

Our many different financial services make it easy to help you find what you are looking for, and allow us to offer many different solutions to help you and your loved ones start your journey towards financial freedom and security.

We are dedicated to helping you with whatever you need, and are happy to talk about each one of your specific needs and how to fill them.

Financial Planning

Financial planning involves quantifying your financial goals with a financial advisor near you, and then creating a roadmap to show you exactly how to get where you need to go. Financial planning is the key to all other financial services, because it allows you to see what you are doing well on, and more importantly, what you need to improve upon.

Financial planning is a great idea for everyone, whether you feel confident in your financial wellness or not. Financial management is what we do best, so let us help you get started with your plan. We will go over your finances with a fine tooth comb and help you come up with the best financial strategy available.

Long Term Care Insurance

In the event that you cannot take care of yourself when you are older, do you have enough money to cover the cost of long term care?

We never plan to be in a situation where we are unable to take care of ourselves, but with the high costs of assisted living, if you are unprepared, you can quickly find yourself unable to afford proper care.

Retirement Planning Spokane

Many people look forward to the day that they can finally retire, but are your finances as ready as you?

Unfortunately, many people don’t understand how much they need to set aside for retirement, and as a result, many of them find themselves underprepared and underfunded when the time comes.

It is never too early to start thinking about retirement, and the earlier, the better! So if you are trying to decide how to choose a financial planner for retirement, you are on the right track!

Our wealth advisors and money managers can help you calculate how much you need to save to have a happy retirement.

Life Insurance / Annuities

If you were to die tomorrow, would your family be taken care of?

Life insurance in Spokane is a valuable product that makes sure that your loved ones are taken care of in the event of premature death. There are many different life insurance companies, but when looking for life insurance in Spokane WA, it is important to make sure that you are getting the best option for you.

There are different types of life insurance, including Whole Life Insurance and Term Life Insurance. These both have different benefits, so you should talk to a financial consultant near you to help you go over your options.

Business Planning

Are you a business owner or looking to start a business?

Whether you have one employee or one hundred, our financial advisors in Spokane WA can help you do more for your business.

Ask about group products for employees so that you can rest easy and focus on running your business.

Children Education Goals

Are you looking to fund your child’s future education?

Whether your child wants to be a lawyer, a cosmetologist, a doctor, a teacher, etc., we know that you want them to be happy, and that you are always thinking in their best interests.

It is only natural to want to set your child up for success, and at Financial Advisor Spokane, we can help you start funding those goals, helping you fund your child’s education so that no matter what they choose to be, they can do it with more financial freedom.

Wealth Management / Investments

Is your money in a place where it can grow to work for you?

At Financial Advisor Spokane, we want to make sure that you are getting the most out of your money.

If you are looking to invest your money, we will help you put your money in a place that helps you take advantage of your money, while staying within your comfortable risk tolerance.

Talk to us about what we can do to help your money grow.

Disability Insurance / Income Protection

If you were to become disabled and could not work, would you have to take money away from your future plans just to get by?

Unfortunately, disability is much more common than most people believe, and because of that, a lot of people are caught by surprise when it does happen. If you are not prepared, this can have devastating consequences financially.

Disability income insurance helps to ensure that you don’t have to sacrifice your future just to make ends meet now. We never plan to become disabled, but income protection can help you be financially prepared to ensure you don’t have to throw away your future plans.

Cash Flow Management / Debt

Do you feel overwhelmed by crushing debt?

While we are always taught to try to avoid debt, sometimes, debt is unavoidable. This causes stress for countless people every year. At Financial Advisor Spokane, we want to help you come up with a way to tackle your debt in the smartest way possible.

Our financial consultants have helped many of our clients make their debt more manageable. Questions about debt are great questions to ask a financial advisor.

And while we can’t make your debt disappear overnight, we can help you come up with a game plan to pay it off in the best way possible.

Estate Planning

Do you know what will happen to your children in the event of death?

Our financial advisors can help you ensure that after you go, everything is taken care of your way.

Without estate planning, your state will make the decisions for you. With the right planning, however, you can decide the fate of those things and people that are important to you.

About Spokane

Spokane is a city in Washington right on the Washington and Idaho border. Spokane is the second largest city in the state of Washington, with a population of almost 224,000 people. Spokane is home to Gonzaga University, and is just across the border from the beautiful Coeur d’Alene lake in Idaho.

If you love pine trees and mountains, Spokane is a great place to visit. Come hike along the Centennial Trail, or come downtown to see the Spokane River and the downtown mall.

We work with clients from all over Spokane, and even those in the surrounding areas, such as:

  • Fairchild
  • Spokane Valley
  • Opportunity
  • Cheney
  • Liberty Lake
  • Medical Lake
  • And many other surrounding areas

Frequently Asked Questions about Financial Advisor Spokane

What is a financial advisor / what does a financial advisor do?

A financial advisor is someone who will help you take a look at where you are financially. They will help you make goals and plan for the future. A financial advisor is someone who has spent years studying finances and can offer solutions for many different financial concerns.

How to find a financial advisor?

If you are wondering “How do I find a financial advisor near me?”, you are in the right place. When you contact Financial Advisor Spokane, we can help connect you with our team of financial advisors, financial planners, and more. Our different team members have many different skill sets and specialities, so no matter what you need, we can help you find someone!

How to choose a financial planner?

Our team members are all well versed in a variety of different financial services, so they are able to cater to a number of different clients and financial needs. However, some financial advisors have some areas that they know more about, so if you are looking for a specific financial service, talk to your financial advisor to see if they can offer their expertise in that area.

When is a good time to start planning for retirement?

It is never too early to start planning for retirement. Whether you are in your 20s, 30s, or 40s, retirement planning is an extremely important part of preparing for the future. And the earlier you start, the better!

Customer Testimonials

When it comes to finances, you should be able to trust the person sitting across from you. Financial Advisor Spokane has been around for years, and over the years we have developed great relationships with our clients. When you trust that your advisor truly has your best interests at heart, you can work together to create a better plan for the future.


My husband and I have been working with our advisor for years, and we trust him completely. He has helped us in so many ways, and without him, we probably wouldn’t have been able to retire."

Linda K.


“I was just looking to get some life insurance for me and my wife, so I called Financial Advisor Spokane, and they connected us to an advisor. We told him what we were looking for, and he got back to us very quickly with some quotes. He also offered to completely go over our financial plan with us and help make sure that everything looked okay. He was really professional and we’ll definitely be using him in the future.”

Rex J.


“My advisor is great! She checks in every year to make sure that I am still on track to meet my goals. I don’t know what I would do without her!”

Lindsey L.

Get a free financial plan today.

Contact us today for your free financial plan!

Contact Us Today

Life can be stressful, but your finances don’t have to add to the mix. At Financial Advisor Spokane, we can help you make sure that you are on the right path to financial success.

Contact us today to meet with one of our advisors. We can help you look over your financial plan and help you prepare for the future.

Financial planning is for everyone, so give us a call today!

Financial Advisors Spokane

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