Spokane, WA
I operate Financial Trex as a fee-only firm. This means I charge clients for the services I provide. I do not, and I cannot, profit from selling you financial products you don't need. Meetings involve all five pillars of financial planning: investments, retirement planning, insurance, tax planning, and estate planning. Each quarter, we'll meet and cultivate a list of action items that will move closer achieving to your goals.
Services Provided
Senior Financial Advisors
Explore more services in Spokane
Adult Day Care
Aging in Place Remodeling
Dialysis Facilities
Elder Care Law/Special Needs Planning
Estate Planning
Geriatric Care Managers
Health Insurance / Medicare Brokers
Home Care
Hospice Care
House Cleaning Services
Laundry Services
Local Meal Solutions
Memory Care Facilities
Mobile IV Therapy
Pet Services
Senior Financial Advisors
Senior Transportation
State Caregiving Resources
Leave a Review