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Services

While Larry Lee does tax preparation and payroll services, his special expertise is in crafting financial plans to fit the individual. He understands the complexities of Taxation, Social Security, Investments, and Retirement. Merging his knowledge of these pieces, he tailors a financial plan as unique as you.

Investments

Stocks

Bonds

Interval Funds

Alternative Investments

IRAs

Financial Planning

Comprehensive Planning

Retirement Planning

Insurance Planning

401(k) Plans

403(b) Plans

Taxation

Tax Preparation

Tax Planning

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

larry@spokanefinancialplanners.com  |  (509) 448-1600