Retirees or Seniors
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C. Eric Christiansen
CFP®
Quantum Financial Planning720 W Boone Ave, Suite 100, Spokane, WA 99201-2441
Languages: English
My Approach
Financial planning isn't one-size-fits-all. I specialize in helping individuals and families navigate the complex financial crossroads of life, focusing heavily on these unique groups and the major moments that define their journeys.
The Clients I Serve
Pre-Retiree
Major Milestones I Specialize In
End of Life and Legacy Planning
Retirement Planning
Sudden Wealth or Inheritance
Our 7 Steps to Financial Planning
Certified Financial Planners have a proven blueprint for success—but your planner builds it entirely around you.
Summarized from the CFP® Board's Practice Standards. cfp.net
My Process
You only retire once - we make sure your excited for what come next. We design retirement plans that proactively lower your tax bill, draw from the right accounts in the ideal order, and help your money last as long as you do.
Disclosures
This material is provided for informational purposes only and does not constitute investment, tax, or legal advice. It is not a recommendation or solicitation to buy or sell any security, insurance product, or investment strategy. Past performance does not guarantee future results. All investing involves risk, including the possible loss of principal. Tax and legal matters are outside the scope of this engagement; consult your attorney, accountant, and other qualified professionals before making financial decisions. Additional information about this financial professional, including registration status and disciplinary history, is available through FINRA BrokerCheck and the SEC Investment Adviser Public Disclosure website.