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Our Process

Our Process

No two people are the same and our advisors know this better than most. Our deep financial knowledge and broad life experience informs our every decision, with only one goal in mind: your ideal future. 

With over 4 decades of experience, we’re excited to help you prepare for every eventuality, no matter what.

Our Philosophy

Our Philosophy

We believe every person deserves access to sound, informed financial advice. Regardless of your situation, risk tolerance, and goals we’re ready to help you prepare for the future. Come rain or shine, together we’ll encourage your investments to grow for years to come.

CULTIVATED FOR YOU

Your Goals Are The Key To Growth

Your future financial goals may be enhanced through naturally diverse investments. Like the strongest of trees, the seeds you plant today will lead to a lush canopy of comfort, shelter, and protection for tomorrow.

Organic growth underlies all that we do at Demars Financial Group. Together, we’ll design a road map that starts with the future you want and ends with your dream retirement. Our approach is designed to help your retirement weather the harshest of storms.

Who We Serve

Are We A Match For You?

  • Retirees

    Throughout your retirement, opportunities and issues such as changing benefits as well as major family changes are likely to arise. We work together with you to navigate financial choices to accommodate the changes and make the best decisions for your situation.

  • Pre-Retirees

    “Can I afford to retire?” “Will I run out of money?” We are here to help answer these, and many more questions as you get ready to retire within the next 5 years. It’s your retirement and we aim to help make sure it suits your goals and dreams, and gives you peace of mind.

  • Diligent Savers With $500,000 or More to Invest

    While our clients would hardly consider themselves to be “rich”, thanks to a lifetime of diligent saving and frugal living they have accumulated a retirement nest egg of at least $500,000.

  • Looking for a Trusted Advisor

    Our clients understand that the success of their retirement is too important to be doing it themselves, and they appreciate the value of having experienced guidance.

Helpful Content

Helpful Content

Curated articles, videos, and more for a more financially savvy you.

Counteracting Capital Gains with Tax-Loss Harvesting

Counteracting Capital Gains with Tax-Loss Harvesting

You may have heard the phrase "tax-loss harvesting." A financial professional may be able to provide some guidance.
Learn More
The Business Cycle

The Business Cycle

How will you weather the ups and downs of the business cycle?
Learn More
Roth 401(k) vs. Traditional 401(k)

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Learn More

Common Tax Errors to Avoid

Filing your taxes can be an involved process, and accidental errors can be easy to make. Grab this handy guide to get some tips to avoid some common filing errors.

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