Fulcrum Financial Group

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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

Beneficiary designations can play an important role in how certain assets are transferred. Life changes such as marriage...
10/16/2026

Beneficiary designations can play an important role in how certain assets are transferred. Life changes such as marriage, divorce, a birth or a death may be a reason to review the beneficiaries listed on retirement accounts, insurance policies and other eligible accounts.

Estate documents and beneficiary forms serve different purposes, so consider reviewing both with the appropriate financial and legal professionals.

The final quarter is a good time to review your financial plan before year-end deadlines approach. Consider checking you...
10/09/2026

The final quarter is a good time to review your financial plan before year-end deadlines approach. Consider checking your progress toward savings goals, reviewing account beneficiaries and organizing important financial documents.

A thoughtful review now may help you identify questions to discuss with your financial, tax or legal professionals.

Financial Focus Friday: Certain employer benefits, such as Flexible Spending Accounts (FSAs), may have year-end deadline...
10/02/2026

Financial Focus Friday: Certain employer benefits, such as Flexible Spending Accounts (FSAs), may have year-end deadlines that affect unused funds.

👉 Takeaway: Reviewing workplace benefits before year-end can help you understand important deadlines and available options.

Financial Focus Friday: Estate planning can include documents such as wills, powers of attorney, and healthcare directiv...
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.

Financial Focus Friday: Diversification involves spreading investments across different asset classes and sectors. While...
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.

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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