Thew Financial Group strives to provide clients unparalleled service to help them achieve their financial objectives
Our Comprehensive Financial Planning Process Includes:
- Organizing Finances/Establishing
- Objectives and Budgets
- Retirement Income Planning
- Review of Employee Benefits including Defined Benefit Plans
- Tax Advantaged Investments
- 401(k) and Pension Rollover Management
- Educations Savings Plan
- Investment Portfolio Analysis
- Strategic Asset Allocation
- Managed Fee Based Accounts
- Exchange Traded Funds (ETFs)
- Variable/Fixed/Indexed Tax Deferred Annuities
- Real Estate Investment Trusts
- Mutual Funds/Stocks/Bonds
- Life Insurance/Review and Needs Analysis
- Tax Planning Services
- Estate Planning Services
- Health Planning Services
Our Disciplined Investment Process
- We help you to identify your financial goals so they are measurable and achievable
- We determine your financial time horizons
- We access your risk tolerance
- We create a time-tested investment and asset allocation strategy specifically designed to help address your family’s needs
- We offer continued and consistent guidance, advice & monitoring of your financial plan and assets. We meet with you regularly to review your investments to ensure you are on target to reach your goals. We will determine if adjustments to your portfolio are necessary based on the following:
- market changes
- employment and income changes
- tax law changes
- health, disability, death
We pride ourselves on providing exceptional personal service from a dedicated team to form an enriched and long-term relationship with you.
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.