Retirement Strategies

comprehensive

retirement strategies

RETIREMENT STRATEGIES

At Fellowship Financial Planning we believe that a proactive approach to successful retirement is not only important, but necessary.

A successful retirement strategy involves having varying strategies integrated together around your personal goals. Just like building a puzzle, you need to assure that you have all the right pieces, know how they fit together and create your vision of retirement in each of the strategic planning areas.

Coordinating your taxation, distribution, investment, risk management, and planning strategies with your personal legal and tax advisors and our network of outside professionals, you will experience the value that comes from creating a Comprehensive Retirement Strategy.

Schedule a meeting with us!

Ryan Heacock, CKA® and Financial Planner
Marshall Williams, Financial Advisor

Fellowship Financial Planning
502 W Riverside Ave, Suite 201, Spokane, WA 99201

Investment advice and financial planning offered through Financial Advocates Investment Management (FAIM), a registered investment advisor, DBA Fellowship Financial Planning (FFP). FAIM and FFP are separate entities.

View our Client Relationship Summary PDF

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