Investment Planning

You have to plan. Just tell us what your goals are and we'll work with you to achieve them -at no cost to you!

Along with LPL Financial*, we can help you invest for your child's college education or save for a comfortable retirement for yourself. We can offer you products and services like:
. bonds
. disability and long-term insurance
. estate planning
. investment consulting
. life insurance
. mutual funds
. retirement planning
. stocks
. tax-deferred annuities (fixed and variable)
. tax-free municipal bonds
. tax planning

If you'd like to talk about your financial future with someone who really knows how to plan, e-mail investments@spokanefederal.com or call us at (509) 327-2949 and let's get started today!

Financial planning products and services

Our Financial Consultant would like to meet you and get to know you. Once she finds out a little about you, she can help you with any of the following:

1. Review your current investments, assess them in light of your financial goals, and help you align the two.
2. Assist you in getting the right mix of annuities, CDs, insurance, mutual funds, savings, stock and bonds, and so forth in your portfolio.
3. Help you plan for retirement.
4. Give you information on tax-deferred savings plans.
5. Complete an insurance analysis.

We want you to reach your financial goals and we've got the tools and knowledge to help you to do just that.

Contact us today (investments@spokanefederal.com or 509 327-2949) and we'll start the plan for your financial future.