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920 North Argonne Road
Suite 301
Spokane Valley, WA 99212

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Guidance Financial Planning, Inc.

(509) 590-6220

 
Once Upon a Goal A New Way to Look at Your Bucket List Surprise! You’ve Got Money! RE: Retirement

Understanding Today’s Financial Environment

 

Welcome, I’m Brent Sears, a CERTIFIED FINANCIAL PLANNER™ professional in Spokane, Washington. I understand that individuals face unique circumstances as they prepare for retirement, especially in today's challenging environment. I can help take the mystery out of preparing for today and tomorrow.

Whether you are investing for retirement, college savings or estate planning, my personalized service focuses on your needs and your financial goals and objectives.  I look forward to your call, (509) 590-6220.

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Helpful Content

Social Security: Five Facts You Need to Know

Social Security: Five Facts You Need to Know

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Social Security Benefits: How Much Will I Receive

Social Security Benefits: How Much Will I Receive

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Orchestrating Your Retirement Accounts

Orchestrating Your Retirement Accounts

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Put It in a Letter

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Determine your potential long-term care needs and how long your current assets might last.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

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This calculator can help determine whether it makes sense to refinance your mortgage.

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Assess how many days you'll work to pay your federal tax liability.

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Determine if you are eligible to contribute to a traditional or Roth IRA.

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Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

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How federal estate taxes work, plus estate management documents and tactics.

Tax Management Strategies

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Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

The Business Cycle

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Investments

You’ve made investments your whole life. Work with us to help make the most of them.

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

It Was the Best of Times, It Was the Worst of Times

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