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01 Trusted Network

Recommended Partners

Retirement planning doesn't happen in a vacuum. That's why we've built relationships with trusted professionals in the Spokane area who specialize in areas that matter most to our clients, like estate law, tax planning, long-term care, insurance, and more.

CPAs & Tax Advisors

Wayne Vinson, CPA

(509) 443-4262

Specialties: Individual, small businesses, and non-profits. Bookkeeping and accounting.

Dave Teague

(509) 992-3012

Specialties: Complicated individual tax returns.

Ryan Fievez

(509) 325-5371

Specialties: Tax returns and planning for small businesses.

Jared Smith

(509) 315-3533

Specialties: Tax prep and bookkeeping.

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