Trebon Financial Strategies works with individuals and businesses to develop sound financial strategies
to increase cash flow, reduce debt, and provide tax advantage strategies.
We use the best financial tools in the world to help our clients succeed.
Our ObjectiveTo educate individuals and business owners about how money works. We become an advocate for you, our client and help navigate the sometimes-murky waters of finance.
Unlike traditional financial planners, we take a holistic approach to your finances and will recommend strategies that best fit your needs rather than just promoting products that we will benefit from. |
Our ProcessWe initially meet with our client to fully understand their current financial situation and to understand what their goals are.
We then take that information and develop a financial strategy that fits the needs and goals of our client. And finally, we present the options to our client and allow them to choose their desired path. |
Our CostConsults are always free - We take on all the risk when we meet. We understand that you work hard for your money and we only get paid when you are satisfied.
If we have done our job effectively, you will identify services of value and we get paid on the 'back-end' from those service providers. |
Dan has a brief conversation on The Pulse of Spokane and discusses the How Money Works campaign.
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This is the first of a 6 part series teaching people How Money Works. Dan discusses the little known benefits of life insurance.
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In this session of How Money Works, Dan talks about the #1 economic crisis facing our country today - financial illiteracy
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In this session of How Money Works, Dan & Kim talk about the elements of a successful savings strategy.
What's the relationship of time and money? Learn now in this session of How Money Works.
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In this session of How Money Works, Dan & Kim discuss the power of Compound Interest with Kent Adams.
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You can't win the game if you don't know the rules