Broker Check

920 North Argonne Road
Suite 301
Spokane Valley, WA 99212

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Guidance Financial Planning, Inc.

(509) 590-6220

 

Services and Products

Educating you about financial concepts and products is an important part of our services.  Our site is packed full of information, concepts, and ideas designed to give you a better understanding of the world of personal finance.

We invite you to check out all the material on our website. If something prompts a question, please send us a quick email or call our office at 509-590-6220. We look forward to assisting you.  We provide the following:

Comprehensive Financial Planning

  • Personal and Small Business planning

              Cash flow
              Debt Management
              Tax
              Accumulation
              Protection
              Retirement
              Estate
              Employer/Employee Benefits & Compensation
              Business Succession

Investment

  • Goals

              Auto purchase
              Education funding
              Home purchase
              Retirement

  • Account types

              Advisory
              Brokerage
              Business Retirement Plans
              IRAs (Education, Traditional, Roth)

  • Products – Alternative Investments (Structured Notes, Business Development Company, REITs, Managed Futures, Hedge Funds & Fund of Hedge Funds, Private Equity, Exchange Funds, 1031 Exchanges), Annuities (Fixed, Variable), Fixed Income (Brokered CDs, Corporate Bonds, Government Bonds, Money Market, Structured Products), Mutual Funds, Stocks, Unit Investment Trusts

Insurance

  • Goals

               Income Protection
               Premature Death
               Long Term Care Protection
               Business Buy Out/Buy-Sell
               Legal Settlement

  • Products

               Disability Insurance
               Life Insurance (Term, Whole, Universal, Variable, Business Buy-Sell)
               Long Term Care
               Structured Settlements

 

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by Advisor Launchpad to provide information on a topic that may be of interest. Advisor Launchpad is not affiliated with the named representative, broker-dealer, state- or SEC-registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

Securities and Advisory services are offered through Centaurus Financial Inc., a Registered Investment Advisor and Member FINRA and SIPC. Centaurus Financial, Inc. and Guidance Financial Planning, Inc. are not affiliated.

Supervisory Branch:  4042 SW Henderson St.Seattle, WA 98136

Office: (206) 588- 9312 | Fax: (206) 801-3760