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.
Let us help you create your financial plan
Schedule a meeting with us!
Ryan Heacock, CKA® - Financial Planner
Marshall Williams, AIF® - 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.