You Only Retire Once—We Make Sure You’re Excited For What Comes Next
We design retirement plans that proactively lower your tax bill, draw from the right accounts in the ideal order, and help your money last as long as you do.
YOUR TRUSTED SPOKANE FINANCIAL ADVISORS
SERVING YOU IN-PERSON OR VIRTUALLY ACROSS THE US
Your Retirement Plan Is In Experienced Hands
Serving Clients For Decades
45+ years
Tax-Smart
Retirement Plans Created *
859+
Client Retention Rate *
99%
* All numbers updated 1/01/2026
Get Your Big Financial Questions Answered
STOP WONDERING, START RETIREMENT
Our team of CERTIFIED FINANCIAL PLANNERS® and fee-only fiduciaries based in Spokane, WA can help you tackle important retirement and financial planning questions like these:
- What can I do today to prepare my finances for retirement?
- When can I realistically stop working, or is early or semi-retirement possible for me?
- How can I proactively lower the taxes on my retirement income, major windfalls, or the sale of real estate?
- What’s the right mix of investments to protect my money and still see it grow?
- What thoughtful steps can I take to make the most of an inheritance?
- If my company sells, what’s the best way for me to invest the money and lower my taxes?
- How can I protect my hard-earned nest egg from inflation and rising costs?
- What’s an easy way to budget for travel, hobbies, and experiences without overspending?
- How do we adjust our financial plan if anything unexpected happens?
- Which accounts should I tap into first to make my retirement savings last longer?
- Is owning a rental property a practical strategy to generate extra income in retirement?
- Can I see how different choices I make today will affect my retirement lifestyle?
Meet Our Team
IN JUST 60-SECONDS
Why People Choose Quantum
Turning your savings into a reliable income is complex, which makes choosing a great financial partner important. Clients come to us for our planning expertise but stay for the care and support that go beyond the numbers.
All Your Questions, Answered Quickly
Support means being there when you need us most. We respond quickly—typically within 24 to 48 hours—whether you have an urgent question or just need a routine check-in.
You’ll Feel Like Our Only Client
Our clients often say they feel like our only client—and we take pride in that. Through consistent communication, genuine care, and going above and beyond, we deliver the kind of support clients rave about.
We Break Down Numbers, Not Confidence
We believe you should feel confident in every financial decision. That’s why we break down complex topics into simple, actionable steps. Both partners will feel heard and understood every step of the way.
You Won’t Outgrow Your Advisor
With a mix of seasoned and younger planners, our team is built to stay with you through every stage of retirement. You will not need to change advisors through a long retirement.
Pardon Our Jargon, But Yes We Are…
Fiduciaries
The advice we give is focused entirely on you and helping you reach your goals. We don’t get kickbacks from any financial products we recommend.
Fee-only
We work for you, not a commission. Our advice is focused on your needs, not selling products, insurance policies, or investment products.
CFP’s®
Only 30% of advisors are CERTIFIED FINANCIAL PLANNERS®1. Earning this designation requires extensive education, thousands of hours of real-world experience, and ongoing training.
1 Safe Landing Financial, stats pulled 12/2/2024
What Our Clients Say About Us
THE IMPACT WE’RE PROUD TO MAKE
5/5
This entire organization is exceptional! My wife and I have been clients for over 30 years and can't say enough! Professional and personable, skilled, honest, and informative! We are proud to have referred our adult children and other family and friends to Quantum. Thank you Eric and the entire Quantum team!
Scott
October 2024
5/5
We’ve been with Quantum for about 18 years and we couldn’t be more pleased. We meet semi-annually but they’re available to answer questions and talk anytime. We are retiring years sooner than expected and certainly credit Quantum with helping us get there.
Vicki
July 28, 2021
5/5
It boils down to whether my wife and I have concerns about our accounts, the economy, or are we covered for foreseeable future events we know that we have a group of caring individuals at our back. We've been with Quantum since the early 90's. Don't know where we would be without them.
Mel
July 21, 2021
5/5
We love our team at Quantum Financial Planning. They are always very helpful with keeping us informed on our options for investing and managing our assets.We feel very confident that we will be able to meet our goals. Even though we are not their only clients, they make us feel like we are. We would definitely recommend them to our friends and family.
Shane
November 26, 2022
5/5
The people at Quantum understand and respect our values regarding money and security. They are knowledgeable and helpful, explaining everything we have ever asked them, often more than once. They organize our investments for us and make it as simple as possible.
Barbara
December 2, 2024
5/5
Quantum has helped us navigate our finances through many different job and retirement savings situations. They are kind and quick to respond and always ready to teach us how to make informed financial decisions.
Dani
January 10, 2022
5/5
I have been a client of Quantum for around 5 years now and have had nothing but a good experience. Jordan and the entire team at Quantum is always available when I have questions, and they are helping me to reach my retirement goals in a realistic way. I highly recommend them!
Melinda
January 10, 2022
5/5
Everyone we have worked with at Quantum has been great! They are responsive and patient with my questions. They made the getting started process super easy (unlike other financial planners we talked to). They’ve helped us with retirement planning and are very, very good at managing our investments.
Ann
July 21, 2021
5/5
Eric and his team are outstanding professionals of the highest caliber. We have been with them for about 17 years and they have always been great to work with. If you use their services you will be thankful you did.
Sammy
July 20, 2021
5/5
Bailey and Jordan have done an exceptional job with their expertise and personalized approach. Their proactive communication and thorough explanations have been invaluable, making complex financial concepts easy to understand. I highly recommend them to anyone seeking a trusted advisor who genuinely prioritizes their clients' best interests!
Andrew
September 2024
5/5
I respect and praise the Quantum Financial Planning team, and I’m so pleased that they are continually working to grow my portfolio. They are knowledgeable, hard working, and only a phone call away if ever I have a question. It’s a pleasure to do business with them.
Bonnie
October 2024
5/5
I have been with Quantum for several years now. It was a big leap of faith for me but a trusted friend put me in contact and I couldn't be happier. I am not a numbers guy but work hard and save. They have made the most of my savings and are great to work with.....more like friends.
Rob
October 2024
5/5
Our family (and extended family) has been investing with Eric and his team at Quantum Financial for years and we cannot say enough good things about them. They genuinely care and want us to succeed in our investments. We feel like we are talking to family when we review our statements on a quarterly basis. We wouldn't trust our investments to anyone else! We are so thankful for their continued advice and ensuring we are doing all the right things to plan for our future.
Jenny
October 2024
5/5
The Quantum team has proven to be effective, responsive, and professional in all of their service to us. We sleep easier at night knowing that they are managing our retirement funds and future.
Sherri
October 2024
All testimonials are from current clients of Quantum Financial Planning and have been selected from among all client feedback given. Quantum Financial Planning has not provided any compensation for the testimonials shown. We do not believe any material conflicts of interest exist on the part of the client giving the testimonial as a result of our relationship with the client.
See 100+ More Testimonials On Google.
Spokane Financial Advisors Serving Clients Nationwide
Quantum Financial Planning provides financial planning and investment advice for people preparing to retire or already retired. We are Spokane Financial Advisors but work with clients all over the country.
Most people begin working with us within five years of retirement, as they start to wonder when they can realistically retire, if their money will last, and the most tax-savvy way to use their savings to create a comfortable retirement.
We Do Our Best Work For People Who:
Are in their 50s–60s and preparing for or enjoying retirement
Have $750K+ in savings and are ready to make the most of it
Want peace of mind that their money will last as long as they do
Need guidance to simplify income, taxes, and investments
DOES THIS SOUND LIKE YOU? WE’D LOVE TO HELP—REACH OUT TO OUR TEAM TODAY.
Financial Advisor Spokane, WA
720 W Boone Ave STE 100,
Spokane, WA 99201