LORAN GRAHAM Co. is a Spokane, Washington based firm providing biblically-based investment and financial planning services to individuals and families in the Spokane community, greater Pacific Northwest region, as well as other states around the country. Company founder and Wealth Advisor Loran Graham is a licensed CPA and CERTIFIED FINANCIAL PLANNER™ professional.
What is most important to you in life? As your trusted LPL financial advisor, our services begin with a values-centered approach to help you identify the answer to that key question.
Our approach to wealth management is rooted in Biblical principles, which include strategies for prudent spending, saving, and investing from a Christian values perspective. We believe there are three forms of capital that pass from generation to generation – financial, social, and spiritual. By understanding your financial situation and working together to build a long-term strategy around these concepts, we may help you establish a legacy that endures. Knowing that you have an effective plan in place, and that your investments are professionally managed, may free you to focus on what truly matters most to you.
We specialize in helping clients align investment strategy with faith values through Biblically Responsible Investing (BRI). As a trusted LPL financial advisor we also strive to be faithful stewards of the resources entrusted to us, aiming for the highest returns based on each individual clients’ needs, risk tolerance, and objectives.
We encourage you to watch our video and explore the website to learn more about our services, and about the opportunity to align your investment choices with your faith values through Biblically Responsible Investing.
If our mission and core values resonate with what you are looking for in a wealth advisor, and you would like to consider how we may help guide you along your stewardship journey, please call us at (509) 279-0970 or click here to request a complimentary initial consultation. We look forward to hearing from you.
Loran F. Graham, CPA, CFP®
"Plans fail for lack of counsel, but with many advisors they succeed." Proverbs 15:22Contact Us
Thinking of Retiring Abroad?
However exciting retiring abroad may sound, it deserves considerable planning.
Money that Buys Good Health is Never Ill Spent
It's important to make sure your retirement strategy anticipates health-care expenses.
Choices for Your 401(k) at a Former Employer
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
A quick look at how federal income taxes work.
For homeowners who think their property taxes are too high, there are ways to appeal.
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
Do you have an estate strategy? You should.
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator can help you estimate how much you should be saving for college.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Determine if you are eligible to contribute to a traditional or Roth IRA.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
There are a number of ways to withdraw money from a qualified retirement plan.
Understanding the cycle of investing may help you avoid easy pitfalls.
Do you have causes that you want to support with donations? Here are three tips.
Even low inflation rates can pose a threat to investment returns.
Smart investors take the time to separate emotion from fact.
What are your options for investing in emerging markets?
Would you guess that Millennials are effectively saving for retirement? Well, they are.