9 added values you can expect when working with Thew Financial Group
1. Planning and Goal Setting
We develop a personalized investment plan utilizing an approach that works toward helping you develop measurable and achievable goals. We ask questions and listen carefully to find out what is important to you.
2. Comprehensive Analysis
We conduct a comprehensive analysis of your overall financial situation to include cash reserves and life insurance analysis, tax advantaged retirement savings and spending direction, beneficiary audit, health savings accounts, college savings, Social Security, Medicare, long-term care, estate planning and more.
3. Time Horizon
We help you determine a time horizon for each of your goals. It is necessary to define your time horizon for each investment. A portfolio invested to finance retirement 10 years from now would be much different than a portfolio intended to finance an immediate retirement.
4. Risk Analysis
Today’s investment climate offers many opportunities. At Thew Financial Group, our mission is to carefully understand our client’s goals and objectives relative to their overall financial and life situation. This allows us to create a plan that ensures your portfolio matches the amount of risk you are comfortable taking and the capacity of risk your financial plan can withstand.
5. Asset Allocation
We design a specific investment policy and asset allocation strategy to help you create a laddered risk-reward strategy to fit your time horizon based goals.
6. Retirement Income Planning
We develop a plan for transition from building wealth to taking income during retirement. We discuss life expectancy, the difference between your retirement income needs and wants and identify sources of retirement income: pension, Social Security, investments, employment after retirement, annuities, inheritance, taxation in retirement, healthcare in retirement, long-term care, and estate planning.
7. Continued Guidance
We offer continued guidance, advice and monitoring of your financial plan and net worth. We help you avoid making emotionally driven financial decisions and meet with you regularly to review your portfolio progress, remind you of annual targets and adjust your allocations based on market conditions, employment/income changes, tax law changes, health/disability/death, and inheritance.
8. Personal Service
We have structured our team to offer our clients a variety of financial services and provide every client with the personal attention they deserve. We are committed to providing personal, prompt and continuous service.
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.