Individuals

Planning your financial future is one of the most important things you can do in your life. Every successful aspect of your life requires planning, whether it is planning a weekend, or planning a year long home improvement project.  Personal financial planning could be the most important of all, because it can secure yours and your loved ones futures.  Planning your financial future should not be taken lightly; there are many different aspects that should be examined.  Your finances should be balanced, taking into account short-term goals as well as long.

 

Here is why you should choose us:

1 - First, it's Simply Because You Care.

You care deeply about growing and protecting your assets, preserving your estate and sustaining your business in the event of death, illness or disability.  You want to be sure that your heirs and beneficiaries, and the charities that you care about, benefit from your life's work.

Because We Care.

Demas Financial brings a team of specialists to the table to make sure we understand your needs, goals and dreams.  We take a diligent and comprehensive approach analyzing the complexities and opportunities of your unique financial circumstances.  No firms specializing in just insurance or investments offer the approach or deliver the results that Demars Financial can.

2 - Because We have a Proven, Trusted, Independent Approach.

For nearly 30 years, we've delivered results and helped high net worth clients achieve what they desire in terms of their life and financial goals. Our approach is designed for clients who face complex financial challenges requiring sophisticated financial planning strategies.

Long term clients consistently report that trust is an important reason they rely on Demars Financial year after year.  They are confident the advice they receive is objective because Demars Financial and its affiliates are privately owned, independent businesses not controlled by a large financial institution.

3 - Because Your Success is Our Success.

With our history of proven success, and our caring, comprehensive approach, Demars Financial Group offers you the best opportunity to achieve your financial goals

We'd like to hear from you.  Please contact us to arrange a confidential, no obligation interview to learn more how Demars Financial is uniquely qualified to assist you, your family and business in achieving your dreams and financial goals.

 

Monthly Budget

The first important step in planning your finances is to have a monthly budget that includes expenses, savings, and investments.  We have so many tools to help you with this.  Having a fixed budget will help you stick to your plan to ensure future success.  After a couple of months it should be very easy to tell if your budget needs to be modified to fit with your individual situation.  A monthly budget not only helps to set up long-term financial goals, it also can make your short-term budget issues disappear.  Knowing exactly where your money is going every month can keep you out of debt, and can help you figure out where you might have future monetary issues.  Your budget can also help you come up with an immediate savings plan if you have a large pending expense, such as a new home or college for your kids.  Research is imperative when it comes to setting up your budget, especially when it comes to investing money for your future and your family.

 

Security

The best part of personal financial planning is that your future will be more secure.  You will no longer have to worry about having money for unforeseen expenses such as car accidents or emergency hospital visits.  Putting a little extra money away in your budget can offer you peace of mind that you never had when living paycheck to paycheck.

Having a budget that you stick to will make you much more knowledgeable about your finances, and about money in general.  As your budget becomes more familiar to you, you will be able to come up with new ways to squeeze savings out of your monthly income; even five dollars a month adds up after ten years, especially if it is earning interest.  Being financially secure can be one of the best feelings in the world.

 

Comfortable Retirement

Personal financial planning leads to the ultimate goal: a comfortable retirement.  In the end, this is the most important reason to plan for your future.  With an unstable economy, and social security benefits up in the air, having enough money to comfortably survive after retirement is essential.  No one knows what the years to come will bring, so having your own life under control can be a huge positive.  Having a well thought out budget can allow you to be secure now and secure for the future.


 

High Net Worth Individuals

The most important reason high net worth individuals and businesses make the decision to choose Demars Financial Group to develop and implement their Financial Plan is clear.  They have the confidence, trust, and belief in Demars Financial Group’s integrity and ability to deliver a plan that will allow them to achieve their financial goals.

Perhaps you've been referred by a friend or an associate who has experienced successful results from the work of their Demars Advisor and our team.  Or perhaps you've been motivated by our web site or our brochures detailing the Demars Financial Group advantage.

 

 

*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.

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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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