Estate Planning Solutions Tailored for You
Servicing Spokane Valley & surrounding areas since 2014.
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Estate Planning
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Providing peace of mind for your future
Your Trusted Estate Planning Partner
- Customized plans tailored to your unique needs.
- Expertise in navigating complex legal processes.
- Trusted partner dedicated to safeguarding your legacy.
- Prioritizing your peace of mind and financial security.
We Also Specialize In...
Debt Management
Insurance Advising
Investment Advising
TESTIMONIALS
Don't Just Take My Word For It
John S.
Navigating estate planning felt daunting until I found this service. The team was patient, explaining things in simple terms. It's a relief knowing my family is secure. Their approachability made all the difference.
George N.
I was dreading the estate planning process but was pleasantly surprised. The team made everything digestible and less intimidating. Their patience and clarity were invaluable. It’s a huge relief to have this sorted.
Jeffrey U.
Navigating estate planning felt daunting, but ERB REVOCABLE LIVING TRUST simplified the process, educating us while securing our family's future. Their patience and clarity turned our anxiety into confidence. Highly recommend.
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Brands We Work With
Frequently Asked Questions
You've got questions, I've got the answers!
What services do you offer in the financial planning industry?
I offer Investment Advising, Insurance Advising, Estate Planning, and more.
Are you a locally owned business?
Yes, I am a locally owned financial planning service provider.
Do you guarantee fast service?
Yes, I guarantee same-day service to ensure prompt assistance.
What payment options do you accept?
I accept Credit Card, Debit Card, and E-Transfer payments for your convenience.
How long have you been in the financial planning business?
I established my business in 2014 and have 10 years of experience in the industry.
Can I get personalized advice tailored to my unique financial situation?
Yes, I provide personalized advice based on your individual financial needs and goals.
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About Me
With over a decade of experience in the financial planning services industry, I am proud to offer my expertise to the residents of Spokane Valley, Washington, and the surrounding areas. As the owner of ERB REVOCABLE LIVING TRUST, a locally owned business, I am dedicated to providing top-notch financial planning services tailored to each client's unique needs. Clients can count on quick and efficient service, with same-day turnaround times, ensuring their financial goals are met promptly and professionally.
My Badges and Accomplishments
Explore my achievements and certifications in financial planning.
