WHERE LIFE + MONEY UNITE

We work with friends and neighbors throughout Washington to help them pursue
their financial goals.

GET STARTED IN 3 EASY STEPS:

1

FIRST STEPS

Schedule a meeting with us to share how you envision your dream retirement to look like.

2

PORTFOLIO ANALYSIS

In using the Retirement + Plan, we will examine all the various risks that are associated with your retirement savings.

3

STRATEGY SESSION

Together we develop a plan to protect your hard-earned money and meet your retirement goals.

Need More Info? Attend a Live Event

Attend one of our informational seminars to learn more about retirement income strategies, legacy planning and more…

GET TO KNOW OUR TEAM

Discover how we help individuals and families achieve their ideal retirements.

MEET OUR FOUNDER

It’s our responsibility to assess your financial situation with integrity and transparency to help you build a strategy that works for you.

SERVICES WE OFFER

Once we understand your financial situation, we can help you decide which types of products and services fit within your financial strategy.

READY TO TAKE

THE NEXT STEP?

For more information about any of the products and services we provide, schedule a meeting today or register to attend a seminar.
  • Or give us a call at 425.492.7219 or 509.822.3603

CONTACT US

  • Westside: 425.492.7219
  • Eastside: 509.822.3603
  • Fax: 509.443.3701
  • Email:
    shon@retirementplusnw.com

OUR LOCATION

1420 N. Mullan Suite 102
Spokane Valley, WA 99206
Get Directions

CONNECT

We are an independent financial services firm helping individuals create retirement strategies using a variety of insurance products to custom suit their needs and objectives.

Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

The purpose of this website is to provide general information on the subjects discussed; it is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation. Our firm does not provide tax, legal or investment advice; all individuals are encouraged to seek guidance from qualified professionals regarding their personal situation.