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"Employ your time well, if you mean to gain leisure." - Ben Franklin

<strong>Understanding Today's Financial Environment.</strong>

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) 536-9556.

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<strong>Financial Advice Shouldn't Be Complicated.</strong>

Financial Advice Shouldn't Be Complicated.

We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses on your needs, wants, and long-term goals.


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Helpful Content

<p>Contributing to an IRA?</p>

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.
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<p>When Should You Take Social Security</p>

When Should You Take Social Security

Monthly Social Security payments differ substantially depending on when you start receiving benefits.
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<p>Principles of Preserving Wealth</p>

Principles of Preserving Wealth

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