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Welcome to 2017! We hope that you and your family had an enjoyable holiday season. Each New Year symbolically provides the opportunity to make a fresh start for everyone. As we begin 2017, no one can predict with certainty what new changes or challenges may occur. Our primary goal this year is to continue our tradition of helping clients achieve their personal financial goals. To make that process more efficient, please review the 2017 CHECKLIST in this letter and check off any of the items you anticipate you’ll need addressed this year. Then bring it to your next review or call us and we can help you plan accordingly. The year 2017 is expected to be a year of change. One of our key aspirations is to maintain our long-term relationships with our clients. We appreciate the confidence that you have shown in our firm. We are always available to provide the proper attention that you and your finances deserve by offering a strong and frequent line of communication. We are proud of our ability to understand and effectively respond to our clients’ needs and concerns and enjoy providing information and services to our clients. As a firm, we constantly review the services that we provide for our clients each year. One of our company’s main objectives is to always offer our clients a first-class experience. For 2017, we will continue to offer the following services in addition to your personal meetings with our office: • Quarterly economic updates; • Tax reports to keep you updated on opportunities and changes; • Regularly scheduled educational workshops on relevant topics; • A continuous flow of meaningful articles on financial, tax, and estate planning topics; • Client Appreciation events; and, • A Client Introduction Program that thanks clients who support our “Growth Initiative.” This year, a theme you will hear from our office is that we are having a “Growth Initiative.” For 2017, we would like to offer our services to several other clients like you. When we reviewed the growth of our company, we found that many of our new relationships have often started with introductions from our best clients. Through these introductions we have been able to meet high quality people who may benefit from our services. Recognizing that, we are asking for your support. Throughout the year, we will be asking you to either add someone’s name to our mailing list or bring them to one of our educational workshops so we can share the information we provide about the current economic, estate planning, and tax environment. As a valuable client, thank you for allowing us to help you work towards your financial goals. We look forward to a great year!
A leader of financial planning in the Spokane, WA and Eastern Washington regions for many years - Demars Financial Group invites you to look at financial planning, estate planning, wealth management and insurance in a new light. Our team approach focuses on the big picture. No question that money is part of the equation, however our motivation and passion is to jointly create plans that affect family and individual goals, such as: leaving a legacy, comfortable retirement, travel, and philanthropy.
Our financial planners in Spokane are more than just well-qualified, award-winning professionals - they are approachable, insightful, comfortable to be around and have the same desires and life goals you do. In essence, they are people like you.
We hope when you are searching for answers about starting an IRA account, putting money away in a saving's bond, want to start to invest in stocks, begin to look at providing a company 401k plan, start evaluating your life insurance needs, or even want to form a trust or develop a will...we hope you think about Demars Financial Group.
We look forward to meeting you and accomplishing your financial goals as a team.