Business Owners
I help business owners make smarter financial decisions with objective advice, strategic planning, and long-term wealth guidance.
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Bill Eldridge
Private Wealth Advisor
CFP®, CRPC, APMA
Ameriprise Financial Services, LLC309 E Farwell Rd Ste 300, Spokane, WA 99218
Broker Affiliation: Ameriprise Financial Services, Inc.
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
Retirees or Seniors
I help retirees make informed financial decisions that support their lifestyle, goals, and legacy.
Pre-Retiree
I help pre-retirees make informed financial decisions as they prepare for a confident and rewarding retirement.
Major Milestones I Specialize In
Career Changes or Job Loss
I help individuals navigate career transitions with a financial strategy that supports their next chapter.
Early Retirement or Financial Independence
I help individuals achieve financial independence with a strategy that supports the life they want to live.
Retirement Planning
I help individuals make informed retirement planning decisions that support their lifestyle, goals, and long-term financial security.
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
I help individuals, families, and retirees make confident financial decisions through personalized financial planning and wealth management. My approach begins with understanding each client's goals, values, and priorities, then developing tailored strategies that integrate investments, retirement planning, tax-aware strategies, risk management, and legacy planning. I believe successful planning is built on long-term relationships, proactive communication, and clear guidance. My goal is to simplify complex financial decisions, provide objective advice, and help clients stay focused on achieving their financial goals with confidence.
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.