We are honored to be trusted stewards in our local community. We love what we do, and it shows.
The TVFP Model ™
Protecting your familY's goals requires four dimensions
Most firms focus on one or two components of financial planning and lack a comprehensive solution. We use a four-dimension approach that includes: Retirement Planning, Investment Management, Tax Planning & Estate Planning. Let us help you retire confidently in the Treasure Valley.
Investment Management
We offer a world class investment management strategy using a low-cost structure that goes above and beyond buy-and-hold.
Estate Planning
You will gain peace of mind knowing that your estate plan is secure and valid in the state of Idaho.
Tax Planning
We'll help you design a smart tax strategy so everything is working in concert together.
55-60
Am I on track to retire as planned?
62-70
When should I take social security?
80-85
Will our retirement plan hold up if we have major medical bills as we age?
85-90
What is the most efficient way to transfer money to our heirs
Our Affiliations
TD Ameritrade Insitutional provides custodial services for our clients’ investment accounts. Their technology and support teams provide us with a secure way to hold and manage our clients’ financial assets. Clients are able to access their accounts online to view account values, statements, and tax documents via AdvisorClient.
Clear Creek Financial Management’s focus is to equip clients with the best education, advice, and investment expertise to achieve their financial goals. As part of its philosophy, Clear Creek and representatives including Treasure Valley Financial Planning do not “sell” any financial products, and do not believe in any one-size fits all solutions. This means no hidden fees and more importantly no conflicts of interest.