What are the 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

Fulcrum Financial Group

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United States
Spokane, WA
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 professional 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

09/25/2026

Financial Focus Friday: Estate planning can include documents such as wills, powers of attorney, and healthcare directives, regardless of age or net worth.

👉 Takeaway: Having important legal documents in place may help provide clarity during unexpected life events.

09/21/2026

🌟 Your values can live on for generations. Thoughtful charitable planning can help support the causes you care about long into the future.

📖 Learn more: https://fulcrumfinancialgroup.com/blog/donating-vs-creating-a-legacy-that-endures

09/18/2026

Financial Focus Friday: Diversification involves spreading investments across different asset classes and sectors. While it does not guarantee a profit or protect against loss, it may help manage portfolio risk.

👉 Takeaway: Understanding how diversification works is a key part of investment education.

09/15/2026

📅 Year-end planning isn't just about taxes. It's also a great time to review your charitable giving goals and organize important records before year-end deadlines arrive. https://fulcrumfinancialgroup.com/blog/planning-ahead-a-guide-to-charitable-giving-before-year-end

09/11/2026

Financial Focus Friday: Beneficiary designations on retirement accounts and insurance policies may supersede instructions in a will.

👉 Takeaway: Reviewing beneficiary designations periodically can help ensure they align with your current wishes.

09/07/2026

Trusts can be a powerful component of a comprehensive wealth and estate planning strategy. From helping facilitate the transfer of wealth across generations to supporting charitable goals and providing greater control over asset distribution, different trust structures serve different purposes.

Whether you're considering legacy planning, asset protection, or tax-efficient wealth transfer strategies, understanding the various types of trusts can help you make more informed decisions about your financial future.

Read our latest article to learn about revocable trusts, irrevocable trusts, dynasty trusts, charitable trusts, and other strategies commonly used by affluent families.

📖 Learn more: https://fulcrumfinancialgroup.com/blog/the-role-of-trusts-in-wealth-management-and-estate-planning

09/04/2026

📊Financial Focus Friday: Inflation affects purchasing power, meaning the same dollar may buy fewer goods and services over time.

Incorporating inflation into a financial plan can help investors prepare for future expenses.

08/28/2026

📊 Financial Focus Friday: A monthly budget is one of the most powerful tools for managing your money. It can help you track spending, avoid living paycheck-to-paycheck, build retirement savings, and stay on track with debt repayment.

Every dollar should have a purpose. Small budgeting habits today can support bigger financial goals tomorrow.

✅ Track Spending
✅ Build Savings
✅ Reduce Debt
✅ Plan for the Future

08/21/2026

"Financial Focus Friday: ⚖️ One of the foundational steps toward financial wellness is making sure your income and spending are in balance.

When you consistently spend less than you earn, you create opportunities to: ✅ Build savings
✅ Prepare for emergencies
✅ Pay down debt
✅ Invest for future goals"

08/17/2026

Review key charitable giving rules before Q4. Learn how timing, documentation and strategy impact year-end financial planning
https://fulcrumfinancialgroup.com/blog/charitable-giving-and-year-end-planning-what-to-review-before-q4

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

Website

http://fulcrumfinancialgroup.com/

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