Financial Planning for Pre-Retirees, Retirees, and Life's Defining Moments
We Understand What You're Going Through
You have questions—the kind that keep you up at night...
Am I Really Ready to Retire?
Retirement isn’t just a financial milestone. It’s the rest of your life. You’ve earned the right to measure twice, cut once, and move forward without second-guessing.
How do I Start Spending?
The transition from saving to spending can feel risky. We help you develop a tailored strategy to draw income with confidence—balancing stability, growth, and flexibility.
How Can I Protect My Investments?
Markets, inflation, and healthcare costs can threaten your future. Together we'll build a plan that adjusts to these risks, and more.
Am I Paying Too Much in Taxes?
Many retirees overpay in taxes without realizing it. Proactive tax strategies can help you reduce lifetime taxes, and keep more of your hard-earned savings working for you.
Will My Spouse Be Okay Without Me?
You’ve managed the finances, but your spouse may not want to—or know how. We help build a plan they can trust, so they’re supported no matter what happens.
Am I Missing Something Important?
The cost of missing something in retirement can be high. We review every piece of your plan—taxes, income, legacy—to help you avoid blind spots before they become regrets.
Planning for Retirement, Inheritance, and Big Transitions
Whether it’s preparing for retirement or navigating a life shift, you deserve clarity and confidence. Discover how we’ve helped others in situations just like yours.
Pre-Retirees
Ready to leave the 9-to-5 behind? See how we help people get their finances in shape to retire comfortably, even if you're a few years away.
Retirees
If you're already in retirement, we can help make sure your money works as hard as you did—so you can enjoy every moment without worry.
Life Transitions
Whether it's handling an inheritance, going through a loss, or selling a business, we’ve got your back in making wise financial decisions.
Your Personal Financial Team
Demars Financial Group is a family-owned firm with over three generations of experience. Big enough to offer comprehensive solutions, yet small enough to ensure personal attention—a "Goldilocks" sized firm, if you will, that's just right for you.
Meet Your Team
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Hear What Our Clients Say
See how thoughtful planning has guided others like you through life's big financial moments.
Excellent
Taylor is very knowledgeable and offered great insight in our financial and retirement planning. He answered all of our questions and has been outstanding over many years working with him. Thank you Taylor and everyone with Team Demars.
I’ve been working with Taylor for a year now and am grateful that I found the Demars Team to help me realize my retirement plans. Taylor is easy to talk to, excited about helping, and is great at explaining different aspects of investing. If you have questions about investing or retirement planning I would highly recommend taking time to talk to the Demars Financial Group, you won’t be disappointed.
Demars is great at helping me make informed decisions about the best ways to grow my money and prepare for retirement. This is an area I'm not extremely knowledgeable about and they do a great job of helping me understand my options. Having them in my corner helps take some of the worry from that part of my life.
If you are looking for a financial advisor that takes time to understand your lifestyle, short term, and long term goals then Demars fits the bill! We have been clients for over 10 years.David and his team are honest, knowledgeable, thorough, patient and creative; highly recommend!
We have had a very positive experience with Demars. They are always easy to get in touch with and have helped us have a solid financial plan and retire with dignity.
David and his staff have given us financial counseling and guidance for 25+ years. We have never been disappointed in the service we have received. I highly recommend Demars Financial Group to everyone.
David Demars and his entire team consistently have provided excellent financial advice for the past 14 years to our family! David listens carefully and understands our comfort levels regarding investment strategies. We can recommend his firm highly.
I have enjoyed working with the Demars Financial Group for going on 15-plus years. Their expertise in financial planning and taxes makes them #1. They have been a tremendous blessing in my life both as a guide through financial business and as a friend during the personal losses I have endured. Thank you so much for your guidance.
I have been a client of Demars Financial for many years. They have always been on top of the latest laws and regulations. They are very trustworthy and up front with all my investing and tax needs. I would highly recommend the services they provide.
Demars Financial Group has been a trusted advisor to my family for many years. Their guidance takes the stress out of future planning, and their prudent approach has helped us establish a stable financial foundation for the future.
*Client reviews are provided without compensation. Feedback pulled from Google Reviews.
Our 4-Step Process
A simple, 4-step process designed for pre-retirees, retirees, and those navigating life transitions. We’ll help craft a plan that aligns with your goals and brings clarity to your financial future.
Are We a Fit?
Let’s kick things off with a 45-minute call to see if we’re a good fit.
We’ll learn about your goals, and you’ll get to know us—because finding the right advisor should feel like finding the right guide.
Discovery Meeting
During this one-hour discovery meeting (in person or over Zoom), we’ll dive into your financial situation, goals, and concerns.
You wouldn't go to a mechanic for a toothache—finding the right fit is key.
Assessment Review
Once we’ve analyzed your situation, we’ll meet again to share our findings and recommendations.
In plain English, we’ll show you exactly how to improve your financial picture and build a plan you can feel confident about.
Ongoing Process
Planning doesn’t end with a single meeting—it’s an ongoing process.
We’ll partner with you to adjust your plan and guide you through any changes, ensuring you stay on track toward your goals.
Let’s Talk and See if We’re a Fit!
We’ll talk through where you are now, where you want to be, and how we can help you get there—starting with just a simple, easygoing chat.
