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. 

Financial Planning

No two clients are exactly alike. So, our services are tailored to the unique needs of each financial planning client. For some, we provide comprehensive services covering all aspects of their financial affairs. For others, we provide targeted services covering only
one or two aspects.

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Investment Management

A sound investment program can mean the difference between achieving your financial goals or coming up short. As a professional wealth management firm, we use a disciplined process to create a sound program for every investment management client.

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Private Client Center

Your private client website keeps all of your personal and financial information safe, organized and accessible whether you're at home or work, or on the go.

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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