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Financial Planning

Invest in Your Future.

For many, planning early is at the heart of a sound financial future. At Insurance Shoppe, we realize the importance of taking the right steps in order to accomplish not only your short-term fiscal goals, but also your long-term desires for a happy retirement.

With Financial Planning services from Insurance Shoppe, you can receive helpful advice from a professional who is committed to assisting you in planning for a secure and stable future. Our Financial Planning advisors can help you determine:
  • The right retirement plan for your individual and family-oriented needs
  • How much money you should put away in savings
  • Whether you currently have the right amount of insurance coverage (including Disability)
  • How much money you should invest
  • Whether you’re on track to saving enough for retirement
Our experts can even advise you on Estate Planning and Analysis. It’s important for most people to know and control what happens to their estate upon their passing. With the right advice and strategy, you can ensure that the family home stays in the family, your wills and trusts are properly drawn up, your affairs are properly handled, and much more.

Since each person has their own goals for their financial future and retirement, Insurance Shoppe is committed to educating you on making the right decisions based on your current situation and how to plan accordingly. One of the best feelings you can have is knowing that your financial independence is secure.

Contact Insurance Shoppe today to see how Financial Planning can help achieve your goals.

Our Location

Insurance Shoppe - Post Falls

755 N. Regal Street
Post Falls, ID 83854
Main office: 208-773-7531
Fax: 866-800-5014

Our Providers

Testimonials

I have to say thank you to Amanda and her team at the Insurance Shoppe. You have been an incredible help with our coverage needs. What has impressed me most was how you reached out to me directly, without being prompted, to discuss a solution to help improve our insurance coverage and lower our premiums. I have never had anyone reach out like that to lower the amount they collected. The work you did has helped us save $2,000/year on our insurance from what we already thought was a fair, and low, payment. I’m telling all my friends and family to at least discuss their insurance needs with you and the team at the Insurance Shoppe because I know they will be as impressed as I have been. Thank you again for the excellent service. Looking forward to a long lasting partnership.

Cameron Barclift
Three years ago I switched all of my personal insurance to The Insurance Shoppe, including homeowners, cars, boats and camper. Aimee was able to reduce my monthly premiums while still maintaining the same coverage. Their customer service has always been top-notch. I would highly recommend the Insurance Shoppe for your insurance needs. - Judy Kirking

I was amazed at the ease with which the Insurance Shoppe was able to take over my business lines of insurance. They thoroughly review the policies to ensure that we had the right coverage in place and save the company money in the process. They always respond quickly to requests for certificates of insurance and answer any questions I have about coverage promptly. I would recommend them to any business owner that needs a responsive, trustworthy, and cost effective solution for their insurance needs! - Loni Knepper, President, Background Source Intl.

I have been a loyal State Farm customer most of my adult life. I've entrusted our cars, homes and toys to State Farm for many years. After meeting the folks at The Insurance Shoppe, I found that I could get equal or better coverage through their carriers, usually for less money. One at a time, I continue to cancel policies with State Farm and sign up with The Insurance Shoppe. The coverage and premiums are great but the people are even greater. I'm never made to feel like just another customer. Thanks for the great service. - Tom Pray, Sierra Security

Sally at the Insurance Shoppe is awesome; she has taken care of all our business insurance needs and is now taking over our personal insurance, too. Thanks for being there for us. - Ben Keele, QualityByte Computers

Sally at the Insurance Shoppe has been great to work with. Not only has she been able to find me the lowest rates, it's been so easy. They find out what is best for me, and then they make it happen. They take care of all my insurance needs. - Dr. Jeff Priebe, Chiropractic Pain Relief Clinic