About Company

"We help Spokane retirees over age 50 with $1 million or more in a 401(k) with Roth Conversions. We maximize your 401(k) by minimizing taxes and risk through smart financial planning, tax-efficient withdrawals, and investment management. Our firm has been around since 1998. We’re fee-only, meaning we don’t sell insurance or earn commissions. We’re paid a flat financial planning fee or a percentage (around 1%) of the assets we manage. Our team of financial advisors includes three CFP® professionals with over 50 years of combined experience. When you work with one of us, you get the strength of the whole team

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