We are financial planners in the Boise metro area who help residents

Yes! A fiduciary is an individual who acts in the best interest of a particular person or beneficiary. Fiduciary financial advisors must only buy and sell investments that are the best fit for their clients. Fiduciaries have a bond of trust with clients and must avoid conflicts of interest.

If you're going skydiving, it helps to know that your instructor has your best interest at heart. You trust that they'll ensure your parachute opens on time and that you land safely on the ground.

Working with a financial advisor may not be life or death, but they do hold the ripcord to your financial future. There's an ethical parachute some financial advisors abide by that helps ensure you stay safely on course: the fiduciary duty.

If you work with a fiduciary financial advisor, it means that they have your best interests at heart — but be careful because not all advisors do.

We are proud to uphold the fiduciary standard for our clients.

We love helping the members of our community, and we attempt to help everyone that reaches out to us. However, we do our best work for people that:

• Live in the Treasure Valley.
• Are five years away or less from their retirement goal, or have recently retired.
• Have saved at least $500,000 toward their retirement goal.
• Value having a team professionals managing their financial affairs.

Treasure Valley Financial Planning has chosen to affiliate with TD Ameritrade as the custodian for our client’s investment accounts. TD Ameritrade Institutional is a leading provider of comprehensive custodial services to more than 5,000 fee-based, independent Registered Investment Advisor’s and their clients. These Registered Investment Advisor’s entrust them with over $200 Billion in custody assets with 775,000 client accounts. Specifically, Treasure Valley Financial Planning chose TD Ameritrade because their advanced technology platform and dedicated service team allows us to run our firm more efficiently and effectively, optimizing the time we can spend with our clients.

TD Ameritrade is committed to delivering one of the highest levels of security in the industry – at no additional cost to the client. Accounts held at TD Ameritrade are insured by FDIC and SIPC. TD Ameritrade also provides coverage in addition to the established limits of SIPC with supplemental coverage through London Insurers. For more details on TD Ameritrade’s Asset Protection Guarantee, click here.