Belle Financial

Belle Financial Belle Financial is a locally-owned independent financial services firm assisting individuals, families, & businesses with investments and insurance needs.

Belle Financial is a locally-owned independent financial services firm assisting individuals, families, and businesses with their investment and insurance needs. We strive to earn your trust through our client centered and transparent process. Our integrated approach to wealth management allows us to address individual goals within the context of a comprehensive plan. Every client is important as

our success is measured by our client satisfaction. Our investment philosophy and process is transparent, time-tested, and informed by academic research. We build indexed based portfolios for retirement and non-retirement accounts which are globally diversified and strategically allocated with a modest bias towards the U.S. and other factors. These additional factors include size, value, and profitability within the global market capitalization spectrum and we believe they provide the investor with the opportunity to pursue a higher expected return without reducing the overall broad portfolio diversification. It has been our experience that when clients are well-educated, truly diversified, and properly allocated, they are disciplined and confident in the investment process which allows them to stick with their long-term plan and move on to more important aspects of life such as faith, family, friends, vocation, charities, etc. Our founder, Travis J. Stolcis, is an independent financial advisor and has been practicing since 2006. Travis enjoys spending time with his wife and three daughters when he is away from the office. In addition, Travis also enjoys sports, music, fishing, traveling, reading, and supporting various charities and ministries. Securities offered through LPL Financial, Member FINRA/SIPC. FINRA: www.finra.org SIPC: www.sipc.org Investment Advice offered through Financial Management, Inc., a Registered Investment Advisor. Financial Management, Inc., and Belle Financial are separate entities from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The LPL Financial registered representatives associated with this page may only discuss and/or transact business with residents of the following states: CA, ID, OR, WA. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification and asset allocation do not protect against market risk.

An ILIT could play a role in your estate strategy.
08/27/2025

An ILIT could play a role in your estate strategy.

Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.

Value. Growth. Cycles. Underperform. Outperform. Confusing? When was your last Investment IQ test?
08/25/2025

Value. Growth. Cycles. Underperform. Outperform. Confusing? When was your last Investment IQ test?

Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.

Some diets lighten nothing but your wallet. Here’s a few to avoid.
08/22/2025

Some diets lighten nothing but your wallet. Here’s a few to avoid.

These food myths will really put a drain on your wallet.

A good professional provides important guidance and insight through the years. Explore what that means in this helpful p...
08/20/2025

A good professional provides important guidance and insight through the years. Explore what that means in this helpful piece.

A good professional provides important guidance and insight through the years.

Bi-weekly mortgage payment can potentially accelerate your mortgage payoff. Sound interesting?
08/18/2025

Bi-weekly mortgage payment can potentially accelerate your mortgage payoff. Sound interesting?

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

What can a fairy tale teach us about goal-setting success? Watch our video and find out.
08/15/2025

What can a fairy tale teach us about goal-setting success? Watch our video and find out.

Do you know how to set up your financial goals for success? This knight does.

If you’re a business owner and don’t get BOP’ed, you could be making a huge mistake.
08/13/2025

If you’re a business owner and don’t get BOP’ed, you could be making a huge mistake.

Learn the advantages of B.O.Ps with this highly educational and fun animated video.

Learn about Medicare’s popular program, offering retirees free gym membership and health education.
08/11/2025

Learn about Medicare’s popular program, offering retirees free gym membership and health education.

Medicare’s popular program, offering free gym membership and health education.

The truth is a little more complicated with these personal finance idioms.
08/08/2025

The truth is a little more complicated with these personal finance idioms.

Check out this video to begin separating fact from fiction.

July delivered big wins for U.S. markets as trade agreements and stellar Q2 earnings pushed the Nasdaq above 21,000 for ...
08/07/2025

July delivered big wins for U.S. markets as trade agreements and stellar Q2 earnings pushed the Nasdaq above 21,000 for the first time. While the Fed held rates steady, consumer spending powered the economy to 3% growth. Back-to-school season is here - families are expected to spend nearly \$39 billion getting kids ready for the new academic year.

Stocks rode the wave of trade developments and Q2 corporate results to advance last month, pushing market averages to multiple record highs.

How many ways can you pay for college? Loans, grants, savings and investments, to name a few.
08/06/2025

How many ways can you pay for college? Loans, grants, savings and investments, to name a few.

This calculator can help you estimate how much you should be saving for college.

Over age 50? You may be able to catch-up on retirement.
08/04/2025

Over age 50? You may be able to catch-up on retirement.

Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.

Address

427 W Sinto Avenue, Ste. 200
Spokane, WA
99201

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

Telephone

+15092104777

Website

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