Network·Venture Capital
📍 SPOKANE VALLEY, WA
SEC CRD #801-112885
Demars Financial Group | Multi-Generation Financial Planning Client Logins Could We Be a Fit? Financial Planning for Pre-Retirees, Retirees, and Life s Defining Moments Optimize Investments Minimize Taxes Retire Confidently Could We Be a Fit? 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
DAVID DEMARS
COMPLIANCE OFFICER
📞 (509) 536-9556
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AUM
$374M
Location
SPOKANE VALLEY, WA
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