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.
Summer is a time for family time where our hearts turn to our loved ones and we pause and reflect on the relationships that mean the most to us...An important aspect of our comprehensive financial services is coordinating your estate plan with your financial goals and providing guidance with the appropriate and necessary steps at the time of... - August 2016 - Continue Reading
The markets have continued to be volatile and we expect that volatility to continue. Our Portfolio Performance Investment reports are available to our Investment Advisory Clients in the first two weeks of the quarter via the Morningstar portal login. We can also email or mail this information if requested. If you have any questions regarding your report, please contact our office.
If you were unable to schedule your review with our office, please contact us to do so. Continue Reading
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.