Our process to get you started toward a financially sound future
Step One | Discovery
- Meet with our advisory team for a complementary discovery consultation to assess whether Thew Financial Group is a good fit for you
- Discuss your financial goals, dreams and concerns as well as your current financial situation and risk tolerance
Step Two | Analyze & Evaluate
- Perform an analysis of your financial situation including investments, life insurance analysis, tax advantaged retirement savings, spending direction, beneficiary audit, health savings accounts, college savings, Social Security, Medicare, long-term care insurance, estate planning and more
- Review your financial objectives to assess if they are in line to achieve your goals within the level of risk you are comfortable taking
- Create a comprehensive and personalized financial plan designed to address your needs and work toward your goals
Step Three | Present Results
- Secondary meeting where we will present you with a custom, comprehensive financial wellness plan striving to support your current and future needs and goals
Step Four | Implementation
- Continual monitoring of your investments
- Meetings to review and evaluate the progress of your financial plan and investment portfolio to ensure we are on the right path toward reaching your goals
- As you approach retirement, a detailed plan and strategy to transition from paycheck to investment income
Step Six | Continued Guidance and Communication
- Ability to speak to or meet with us to answer any questions or concerns
- Continued delivery of proactive, transparent communications and unparalleled personal service
- Online account access and performance reports
Fiduciary Standard
We present comprehensive wealth management and planning strategies with minimal effort required from our clients.
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Our Value Add
We design a specific investment policy and asset allocation strategy to help you create a laddered risk-reward strategy.
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Team Advantage
Our hand-selected team of professionals are here for you and your needs. Meet our qualified team of advisors and staff.
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Create financial security for you, your family, and your future.
Thew Financial Group provides comprehensive financial plans and investment portfolios that are custom designed around the goals that matter most to you. We understand the complexities of managing wealth and have been guiding clients for over 35 years. Contact us today to see what we can do for you.
Send us a message or call the office anytime to set up your no-cost initial consultation.
We look forward to hearing from you.
216 West Pacific Avenue, Suite 108, Spokane, WA 99201
P: 509-448-2421 | F: 509-448-5665 | info@thewfinancialgroup.com
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.