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Your Family's CFO

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Families are the most important organizations on earth. Like any responsible organization, every family should have a Chief Financial Officer!



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Team Approach

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Together. Everyone. Achieves. More. This principle has guided Demars Financial since the beginning. Let's team up together on the road to financial success!



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New: Client Freedom

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Break the chains. You finally have a tool that can monitor all your accounts and your financial planners performance with ONE simple login. Exclusive to DFG clients.



Your Freedom is Inside!

Latest E-newsletters

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!

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*All videos were created by an independent third party.  Demars Financial Group LLC, is not held liable for the content found in any video, does not offer tax advice or insurance planning.  Insurance products are offered through Ted Demars and David Demars as independent agents.

  • Financial Planning
    Estate Planning
    Insurance Consulting
    Accounting & Tax
    Philanthropy

  • Stocks - Bonds - ETFs
    IRAs - ROTH IRAs - 401k
    REITs - Trusts - Wills
    Life Insurance

  • Families
    Individuals
    Business Owners

Acheiving Goals Require a First Step, Who Are You Planning For?


Individual

We started out business focusing on individual wealth management. We are confidant nobody can help you reach financial goals like Demars Financial Group.

Family

Allow us to be your family's Chief Financial Officer. Our solutions could help you reitre comfortably and protect and leave a legacy for your children.

Business

From dental offices to roofing companies, we can help set up 401ks, FSAs and more.

 

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104 S. Freya Ste 218

Lilac Flag Bldg
Spokane, WA 99202

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Phone: 509-536-9556
Toll Free: 800-846-8520
Fax: 509-232-6604

Email: info@DemarsFinancial.com

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