PRIVATE CLIENT CENTER
Our Firm
Our firm serves the wealth management needs of individuals and their families. We are client-centric, providing comprehensive financial planning, investment management and other services tailored to your unique needs. Our firm is a fiduciary and fee-only…always.
Our Team
Our team of highly trained, experienced and ethical professionals is dedicated to meeting your unique needs. Whether they are simple or complex, we welcome the opportunity to become a member of your team, collaborating with your other advisors if desired by you.
Our Services
Our wealth management services include comprehensive financial planning, investment services and other services, like a private client website. Recognizing that you and your family have unique needs, we tailor our
services to you.
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Disclosures
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Form ADV Part 2, Privacy Policy
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Company Info
Asset Planning & Management, Inc.
422 West Riverside Ave. Suite 722
Spokane, WA 99201
Phone: 509-838-4175 or 888-864-8827
Fax: 509-838-4206
Email: info@assetplanning.com