Wealthmap, Spokane, Washington
– Serving clients since 1997 –
As financial advisors, we educate our clients and provide recommendations that help them pursue their goals and enjoy a more meaningful life.
At WealthMap Financial Advisors (formerly Balderson & Hebert, LLC) we provide Financial Planning and Investment Management services to our individual clients, and Business Services – including Group Benefits and Company Retirement Plans – to our commercial clients.
INDIVIDUAL CLIENTS
Financial Planning – We believe the best time to prepare for tomorrow is today. Through our financial planning process we provide an accurate and achievable roadmap to help you pursue your financial goals.
Retirement Income Planning | Medicare Planning |Social Security Analysis | Cash Flow Planning | Insurance Planning| College Planning | Tax Analysis | Estate Planning
Investment Management – We work with you to structure and manage a tax-efficient portfolio that targets your current and future goals. Our team takes care of the investment management process from start to finish.
COMMERCIAL CLIENTS
Insurance and Business Services – As business owners ourselves, we understand the need to provide comprehensive benefits at a reasonable cost to attract and retain qualified employees. Â We research all available insurance carriers and investment providers before crafting the right benefit plans for your company.
Life & Health Insurance | Group Insurance Benefits | Company Retirement Plans
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Our Advisors
Contact our team for Financial Advice and Wealth Management Services.
WealthMap Financial Advisors
819 West 7th Avenue, Spokane, WA 99204
Phone (509) 327 – 1171
Visit the WealthMap Website
Key Advisors: Mike Balderson and Jonathan Allen
WealthMap offers an easy-to-understand and ethical approach to solving individual and commercial investing and financial planning challenges. We strive to build and maintain long-lasting relationships, and provide the highest quality information, service and advice.