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Coeur d'Alene - (208) 665-5894
Spokane - (509) 448-2421

What We Do...

Upcoming Events

Upcoming Events

Invest your time before you invest your money.

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Social Security and Long Term Care

Social Security and Long Term Care

Social security and long term care, now and in the future.

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Insurance and Estate Planning

Insurance and Estate Planning

The coming insurance crisis and how it affects us all.

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Variable and Fixed Annuities

Variable and Fixed Annuities

Guaranteed income for life.

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Retirement Planning

Retirement Planning

401k, 403b, IRAs and other retirement plans.

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Traditional Investments

Traditional Investments

Stocks, Mutual Funds, Exchange-Traded Funds, and Fixed Income,

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REITs and Alternative Investments

REITs and Alternative Investments

Real estate investments. Equity or debt?

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Medicare Made Easy

Medicare Made Easy

What is the right Medicare coverage for you?

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Check the background of this firm on FINRA's BrokerCheck.