Quantum Financial Planning

Royal Alliance Associates, now operating as Osaic Wealth Inc., is a financial services firm based in Spokane, WA, offering a range of securities and investment advisory services. The firm is a member of FINRA and SIPC, ensuring compliance and protection within the financial industry. Osaic Wealth Inc. operates alongside several affiliated entities and registered investment advisers, facilitating a variety of financial programs and proposals. The company emphasizes transparency, providing clients access to the professional history of its financial professionals through FINRA's BrokerCheck service. Generated from the website

Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future. For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.com/us-en/privacy

Pension Investment Services LLC, based in Spokane, WA, specializes in independent money management and providing employee retirement benefits to business owners and their staff. With over 30 years of industry experience, they offer a range of services including investment management, insurance options, and retirement plan design tailored to meet diverse client needs. The firm focuses on developing custom solutions for pension and profit-sharing plans, ensuring compliance with regulatory requirements while offering access to institutionally priced investments. Led by John F. Kapek, a seasoned financial advisor, Pension Investment Services demonstrates a commitment to safeguarding clients' financial futures through personalized investment strategies. Generated from the website