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. 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.
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. 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.
Services
Having spent over 20 years in the financial services industry, Brent has experienced some of the most challenging years we've seen in decades in the financial markets. This experience has equipped him to be able to help his clients successfully navigate the challenging planning environment that exists today.
We deliver on this mission as we seek to understand your needs, goals and objectives; as we spend adequate time discussing important financial principles and concepts and demonstrate our ability to think independently, making sure you understand what options are available to you so we can design solutions to help you grow and protect your wealth.
From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals. We believe in thinking "out of the box" and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth.
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.
Manage personal affairs while you're alive and control the distribution of wealth upon your death. A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events. Create an investment strategy that's designed to pursue your risk tolerance, time horizon, and goals.
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