Fulcrum Financial Group

Fulcrum Financial Group Travis R. Messinger, CFP® CEPA® LPL Financial Wealth Advisor
Jonna Damiano, RICP® CDFA® LPL Financial Wealth Advisor

Fulcrum Financial Group, headquartered in Spokane, WA, is a comprehensive financial services firm that is focused on developing financial strategies that create financial confidence and balance for our clients. Our mission is to develop strategies that increase wealth for our clients through long term effective investment management. We build client relationships based on trust, comprehensive prof

essional advice, continual communication, and prompt personal service. We offer a full range of services including, WEALTH MANAGEMENT, FINANCIAL PLANNING, INSURANCE STRATEGIES, RETIREMENT AND ESTATE PLANNING, and WOMEN'S FINANCIAL GUIDANCE. Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC finra.org sipc.org. Third party posts found on this page do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Fulcrum Financial Group
Phone: (509) 747-2075
Fax: (509) 456-2438

✨The energy at LPL Financial's Focus 2026 Conference is incredible!This week we joined financial professionals from acro...
08/11/2026

✨The energy at LPL Financial's Focus 2026 Conference is incredible!

This week we joined financial professionals from across the country to learn from top industry experts, hear from LPL leaders, and build connections that inspire growth and success.

Financial Focus Friday: 🎯 Retirement Isn’t an Age—It’s a NumberFact:Financial independence depends on expenses, lifestyl...
08/07/2026

Financial Focus Friday: 🎯 Retirement Isn’t an Age—It’s a Number
Fact:
Financial independence depends on expenses, lifestyle, and income streams—not just age.
👉 Takeaway: Define your number, not just your timeline.

Our thoughts are with anyone impacted by the fires in our area.  We want to share these resources with you to help you s...
08/04/2026

Our thoughts are with anyone impacted by the fires in our area. We want to share these resources with you to help you stay informed.

SPOKANE AREA FIRES – HELPFUL RESOURCES.

As firefighters continue responding to the Spokane Area Fires, here are several official resources to help you stay informed:

• Evacuation Maps: Check your address and current evacuation level at Spokane911's Evacuation Lookup Map. https://srec911.maps.arcgis.com/.../lookup/index.html...
• Power Outages: View the latest outages and restoration information on Avista's Outage Map. https://outagemap.myavista.com/
• Wildfire Information: Follow active fire information through the Washington State Department of Natural Resources Wildfire Portal. https://dnr.wa.gov/.../current-wildfire.../wildfire-portal
• Emergency Alerts: Sign up to receive official emergency notifications from Spokane County and the City of Spokane. https://my.spokanecity.org/emergencymanagement/alerts/
• Watch Duty App: The Watch Duty app provides real-time wildfire notifications, evacuation updates, and incident information for nearby fires. https://app.watchduty.org/i/112554

Local Resources available through:

An evacuation shelter is open for those affected by the Old Trails Fire at the Spokane Convention Center. It is located at 334 W. Spokane Falls Boulevard in Spokane, Washington. Parking at the shelter is free, and pets are welcome.

For those affected and/or displaced by the Fairview Fire, an evacuation center has been established at Northwood Middle School.

An animal shelter is open at the Spokane County Fairgrounds. The Fairgrounds has the RV grounds open as well for those with evacuated animals.

There is a Red Cross Shelter available for those evacuated in south Stevens County. It is located in Chewelah at Jenkins High School.
Facebook:
Email: [email protected]
Site: http://inciweb.wildfire.gov/inci.../wanes-spokane-area-fires


American Red Cross: https://www.redcross.org
Spokane County Disaster Assistance Center: 4320 E Trent Ave

Financial Focus Friday: “Tax season isn’t over—it’s now.”Fact: Mid-year is ideal for proactive tax planning strategies.👉...
07/31/2026

Financial Focus Friday: “Tax season isn’t over—it’s now.”
Fact: Mid-year is ideal for proactive tax planning strategies.
👉 Takeaway: Early action creates more options and savings.

Financial Focus Friday: 🌟 Second Half = Strategic AdvantageFact: High performers use mid-year as a pivot point to outper...
07/24/2026

Financial Focus Friday: 🌟 Second Half = Strategic Advantage
Fact: High performers use mid-year as a pivot point to outperform their original plan.
👉 Takeaway: The next six months can redefine your financial year.

Family Planning Costs Are HigherFact: LGB couples often face higher costs for family building (IVF, adoption, surrogacy)...
06/26/2026

Family Planning Costs Are Higher
Fact: LGB couples often face higher costs for family building (IVF, adoption, surrogacy).
👉 Planning ahead financially creates more options later.

From piggy banks to life lessons - dad is always teaching something. 💡💙Especially when it comes to building smart habits...
06/21/2026

From piggy banks to life lessons - dad is always teaching something. 💡💙

Especially when it comes to building smart habits early.

See how Travis Messinger brings financial wisdom into everyday parenting - read his full Q&A on our blog: https://fulcrumfinancialgroup.com/blog/travis-2026-fathers-day

What’s the best advice your dad ever gave you? 👇

Address

1216 S. Grand Boulevard
Spokane, WA
99202

Opening Hours

Monday 8:30am - 4:30pm
Tuesday 8:30am - 4:30pm
Wednesday 8:30am - 4:30pm
Thursday 8:30am - 4:30pm
Friday 8:30am - 4:30pm

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