Worried that your financial strategy is

MISSING SOMETHING?

We’re here to help you feel confident in your financial future.

WHAT WE OFFER

At Retirement +, we believe everyone should be able to live the retirement they’ve always wanted. Our team of professionals can help you create a well-thought-out strategy, using a variety of insurance products and services, to help you address your financial needs and concerns.

WE OFFER SERVICES IN THESE THREE AREAS:

Grow

Prepare for retirement by putting your hard-earned assets to work.

safeguard

Protect your life savings so you can live the retirement of your dreams.

Provide

Establish and nurture a legacy that will last for years or even decades after you’ve gone.
Together with our trusted parters, we also can provide assistance in the following areas:
  • Retirement Planning
  • Safe Money Strategies
  • Estate Planning
  • Tax Planning
  • Charitable Giving
  • IRA and 401(K) Rollovers
  • Wealth Management
  • Investments

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.