Client Centric

Our firm is client centric.

We know no two individuals or families are exactly alike.  And, we know one size does not fit all when it comes to wealth management. 
 
That is why we spend time getting to know you and your family in depth.  Only then, can we truly help you plan and manage your wealth.  
 
As a fee-only firm, we do not sell financial products of any kind … ever.  So, we are free to think outside of the box when designing your plan and collaborating with your other advisors.  And, as a fiduciary firm, our advisory and management services place your interests first … always.  
 

Disclosures

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

Disclosure

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