Advisor Name
President
Office: 123-456-7890
Mobile: 123-456-7890
advisor@email.comAdvisor Name
Partner
Office: 123-456-7890
Mobile: 123-456-7890
advisor@email.comAdvisor Name
Private Wealth Advisor
Office: 123-456-7890
Mobile: 123-456-7890
advisor@email.comAdvisor Name
Client Service Specialist
Office: 123-456-7890
Mobile: 123-456-7890
advisor@email.comWhat We Do
We are an ensemble of specialized financial advisors serving individuals and businesses. Locations in Spokane, WA and Kellogg, ID.
How We Do It
Most people give advice to solve a singular issue (e.g. generate income, create growth). We provide holistic advice because financials are always interconnected.
Smartvestor Pro
Find out more about Dave Ramsey, and how we partner together to guide you in the right direction when it comes to your finances.
Helpful Content
“Dirty Dozen” Tax Scams to Watch For
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
18 Years Worth of Days
The average retirement lasts for 18 years. Are you prepared to fill that many days?
Password Protection Strategies
Simple steps may help you foil hackers and protect your privacy.
Where Will Your Retirement Money Come From?
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
The New Red Scare: Chinese Ownership of U.S. Debt
China owns a portion of the total outstanding debt of the U.S. Government. What does it mean?
Understanding Long-Term Care
Understanding the types of long-term-care services—and what those services could cost—may be critical.
Mastering Mobile Lingo
Can you keep up with your children’s mobile slang?
Personal Finance Tips for Military Families
Military families face unique challenges, making personal finance even more critical.
Does Your Credit Score Affect Your Insurance Rates?
Your credit score may influence how much you pay for auto and home insurance.
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Comparing Mortgage Terms
Estimate the total cost in today's dollars of various mortgage alternatives.
Long-Term-Care Needs
Determine your potential long-term care needs and how long your current assets might last.
What Is My Risk Tolerance?
This questionnaire will help determine your tolerance for investment risk.
Assess Your Life Insurance Needs
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Saving for Retirement
This calculator can help you estimate how much you may need to save for retirement.
Should I Pay Off Debt or Invest?
This calculator will help determine whether you should invest funds or pay down debt.
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5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Keys to Investing for Retirement
There are some key concepts to understand when investing for retirement
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When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.