Fidelity Financial Services

Demars Financial Group, located at 805 Frontage Road, Suite 200A, Kenai, AK 99611, is a wealth management firm that has been serving clients for over 43 years. Our team of dedicated professionals is committed to providing personalized financial services to individuals, families, and businesses. We believe that every person deserves access to sound, informed financial advice, and we strive to deliver this with the highest level of professionalism and integrity.

Our Services

At Demars Financial Group, we offer a wide range of financial services designed to help our clients achieve their financial goals. Here is a brief overview of the services we provide:

• Wealth Management: We offer comprehensive wealth management services designed to help our clients manage their assets and build wealth over time. Our data-driven investment strategies are tailored to each client's unique needs and risk tolerance, and are designed to help them achieve their long-term financial goals.
• Financial Planning: We work with our clients to develop a customized financial plan that takes into account their current situation, risk tolerance, and future goals. Our financial planning services include retirement planning, estate planning, education planning, and tax planning.
• Estate Planning: We help our clients protect their assets and ensure that their legacy is passed on to the next generation. Our estate planning services include the creation of trusts, wills, and power of attorney documents, as well as estate tax planning.
• Insurance: We offer a variety of insurance products designed to protect our clients from the financial consequences of life's unexpected events. Our insurance services include life insurance, disability insurance, long-term care insurance, and health insurance.
• Philanthropy: We work with our clients to develop a philanthropic giving plan that aligns with their values and financial goals. Our philanthropy services include charitable gift planning, donor-advised funds, and private foundations.
• Accounting & Tax Resources: We offer a variety of accounting and tax resources designed to help our clients manage their financial affairs efficiently and effectively. Our accounting and tax services include tax preparation, tax planning, and accounting services for businesses.
• Blog: Our blog is a resource for our clients and followers to stay up-to-date on financial news, trends, and insights. We regularly publish articles on a variety of topics, including retirement planning, investment strategies, and estate planning.

Our Philosophy

At Demars Financial Group, we believe that every person deserves access to sound, informed financial advice. Regardless of our clients' situation, risk tolerance, and goals, we are ready to help them prepare for the future. We use a comprehensive approach to financial planning that takes into account all aspects of our clients' financial lives. We believe that by working closely with our clients and understanding their unique needs and goals, we can help them build wealth and achieve their financial dreams.

Cultivated for You

At Demars Financial Group, we understand that every person is unique, and we believe that their financial plan should be too. Our approach to financial planning is designed to help our clients' investments grow organically, just like the strongest of trees. We work closely with our clients to develop a personalized financial plan that takes into account their goals, values, and risk tolerance. Our deep financial knowledge and broad life experience inform every decision we make, with only one goal in mind: our clients' ideal future.