GET STARTED IN 3 EASY STEPS:

1. DISCOVER

Use the form below to schedule a meeting with us. During this meeting, we’ll aim to get to know who you are and what you want out of retirement.

2. EVALUATE

Using the Retirement + plan, we’ll examine your current financial situation and determine your retirement needs.

3. PLAN

Receive a custom strategy to help you reach your unique retirement goals.
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CONTACT US

Eastside: 425.492.7219
Westside: 509.822.3603

Address: 1420 N. Mullan Suite 102 Spokane Valley, WA 99206

CONTACT US

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

OUR LOCATION

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