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

Trusts can be a powerful component of a comprehensive wealth and estate planning strategy. From helping facilitate the t...
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

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

📊 Financial Focus Friday: A monthly budget is one of the most powerful tools for managing your money. It can help you tr...
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

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

Financial Focus Friday: 📊 50% Through the Year = 100% Opportunity to AdjustFact:By mid-year, you’ve already seen trends ...
08/14/2026

Financial Focus Friday: 📊 50% Through the Year = 100% Opportunity to Adjust
Fact:
By mid-year, you’ve already seen trends in spending, income, and investments.
👉 Takeaway: Small course corrections now can significantly impact year-end results.

✨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

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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