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918 S Monroe St., Suite A, Spokane, WA 99204

509-624-7943
allie@mountainskywm.com
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Experienced Financial Advice Customized Just For You

We specialize in guiding individuals, couples, and families towards pursuing their unique financial goals by leveraging our 25+ combined years of expertise in the financial services and insurance industries. We believe that there is no cookie cutter approach to saving and investing and we prioritize educating our clients so that they feel empowered to take control of their finances and future.

What will you want to do when every day is a Saturday? We can help get you there.

Tell Us About Your Dream Retirement
Turning 65 and Have Questions about Medicare?

Turning 65 and Have Questions about Medicare?

We can help with that! We've been helping people navigate turning 65 find the best plans for them and their situation. Already 65 and need to make some changes? We'd love to help you!

Here at Mountain Sky Wealth Management, we...

Are an Independent Wealth Management Practice.

That means we work for you and no one else.

Can meet virtually or in person.

Believe values matter, and we live by ours every day: Trust. Honesty. Integrity. 

Have a team approach.

Believe that financial Independence starts with

educating you about your retirement benefits.

We offer education and guidance tailored to your unique Situation and  financial goals, whether you work in the private or public sector.

We collaborate with you to develop a comprehensive financial plan that includes:

  • Retirement Planning
  • Teacher Retirement System (TRS) vs Optional Retirement Program (ORP)
  • Texas County & District Retirement System (TCDRS)
  • Texas Municipal Retirement System (TMRS)
  • Cash Flow Analysis
  • Education Planning
  • Investment Planning
  • Estate Planinng
  • Insurance Analysis
  • And more...

Meet The Team

Allie King

Allie King

CEO & Financial Advisor

210-573-3783

Jeremy King

Jeremy King

President & Financial Advisor

817-522-8384

Laurel Eschenbacher

Laurel Eschenbacher

Office Administrator

509-624-7943

Speak to a Professional

If you believe you could benefit from working with a financial professional, let’s review yours goals to see if you’re a good match for our practice.

Schedule Consultation

Get the Support You Need For Your Financial Goals

Get the Support You Need For Your Financial Goals

Our team of experienced financial advisors will work with you to delve deep into your financial history and your future goals. From there, we'll create a few custom plans to get you started, and we'll guide you each and every step of the way. 

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