Forget what you think you know about financial advisors. Because we're so much more. With our comprehensive approach to wealth management, you receive unparalleled access to our wide range of fiduciary financial experts whose primary motivation is to serve you, not sell you. It's a client-centric philosophy that also recognizes your money deserves every edge it can get-from investments and... Read More

Consumer Direct Care Network Washington (CDWA) serves as the Consumer Directed Employer (CDE) for Washington’s Department of Social and Health Services (DSHS). As the CDE, we employ Individual Providers (IP) who provide in-home personal care and respite for older adults, children, and individuals with physical, intellectual, or developmental disabilities.

Specialized solutions for: Retirement planning, women business owners, multi-generational succession planning, concentrated stock options, divorce, and dependents with special needs, among others. Deep experience working with: C-suite professionals, engineers, technology leaders, entrepreneurs, physicians, and many other professions. We're proud that nearly half of our client-facing team firm-wide are women.

Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Susie Leifheit is committed to providing financial advice, investments, insurance, banking, and generosity programs to help people in Spokane, WA make the most of all they've been given. This page is not intended for communications between you and Thrivent, its representatives or affiliates.... Read More

We understand that you face unique challenges when preparing for retirement or pursuing any goal. We can help take the mystery out of preparing for today and tomorrow. Whether your investment objective is to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals. Our team of professionals have years of... Read More

Quantum Financial Planning is a Registered Investment Advisor based in Spokane, Washington that provides comprehensive financial planning, investment, and wealth management services to clients throughout the US, many of whom are nearing retirement. Founded in 1979, the firm is locally owned and independent, which enables it to put clients' needs first and offer unbiased advice. Fee-only advisory services are offered... Read More