Our core clients are retirees and those within five years of retirement, who want to be wise stewards of their nest egg, not run out of money, and leave a meaningful legacy.  We connect deeply with diligent savers who care about their future and their community and with successful business owners who want to save money on taxes while preparing for a bright future.

The inspiration for the “Deep Creek” name comes from the many adventures we have enjoyed as a family where Deep Creek Canyon meets the mighty Spokane River.

Our five kids have loved learning to canoe in the safe waters of Deep Creek, which is surprisingly shallow, and then taking their new skills out into the broader river.  Canoeing requires a mixture of planning and adaption, helps develop communication skills, and while usually safe, can have its thrilling moments as well.  Financial planning has many similarities.

Individuals and couples often benefit from working with a guide through the sometimes scary waters of investments and retirement planning.

Learn more at www.DeepCreekfFnancialPlanning.com