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INVESTMENT SERVICES

Some people dream of success. We make it happen.

Portfolio MRI –from MM website, video

 

 

Our Firm takes pride in providing comprehensive financial coaching services to our clients. We embrace our role as a fiduciary; always acting within our client’s best interests. Our comprehensive services integrate all aspects of our client’s financial picture in a coordinated effort to provide for a care-free retirement and multi-generational wealth.

 

We offer:

  • Risk Management/Insurance Planning

  • Beneficiary Review

  • Retirement Planning

  • Financial Needs Analysis

  • Analysis of Current Investments

  • Analysis of Present and Future Expenses

  • Tax Planning

  • Estate Planning

  • Asset Allocation

  • Asset Protection

  • Income Planning

  • Investment Management

 

This is your comprehensive wealth management plan. Our comprehensive and coordinated approach ensures that your plan is developed using a holistic view. We have found that many financial service professionals focus on products. Our experience shows that our clients’ needs are best met by focusing on processes and most importantly, people. 

YOUR SUCCESS

 

Our investing process will empower you to succeed as an investor in order to realize your dreams, goals, and purpose in life.  Our consulting services focus on our clients' most critical issues and opportunities.

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We work on educational training, investment philosophy, personal risk tolerance, diversification and rebalancing. We bring deep, functional expertise, but are known for our fun approach to work. We love what we do and we love bringing success to our clients.

 

Our clients are our team.  We are the coaching staff who enables our client athletes to achieve success.

SOLUTIONS

 

Our solutions are based on your needs.  We take the path that will get you to where you want to be.  This includes input from you with guidance from us.

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Our solutions are innovative and meaningful, while at the same time being based on industry knowledge and key strategies.

 

We are expert strategists, helping our clients with their most complex challenges and build tailored solutions to help them achieve their life-long goals.

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INVESTING MANAGEMENT

 

Our investment process is client focused. We base our process on a personalized approach using multiple investment strategies.

 

Our portfolios are tailored to our clients’ investment goals, objectives, risk tolerance, time horizon, cash requirements and tax situation. Our investment management strategy is designed based on your long-term investment goals of preserving principal, maximizing income or accumulating capital.

Adviser Registrations

We are currently licensed in the following states:

  • Washington

  • Idaho

  • California

Now serving Spokane, Moses Lake, Wenatchee, Yakima, Walla Walla, Tri Cities, and all of Western Washington, and surrounding areas.

 

Also providing  services for Post Falls, Coeur d'Alene, Hayden Lake, Sandpoint, and the Northern regions of Idaho.

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