Financial Management For Widows In Atlanta2


Retiring Abroad? Be Ready To Take The Bad With The Good


Easier Rules On IRA Rollover Waivers


Frontpage Slideshow | Copyright © 2006-2011 JoomlaWorks Ltd.

Asset Planning & Management, Inc.

Serving the wealth management needs of individuals and their families since 1997.

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 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 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.


Click on the links below to find out more
about Asset Planning & Management's
Form ADV Part 2, Privacy Policy
and Disclosure Statement.

Form ADV Part 2

Privacy Policy


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