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Welcome To

THE TREASURE VALLEY!

We Hope You Will Find Your New Home All That You Want It To Be! 

While moving to a new area is exciting, it can also present many challenges. Finding a new job, correctly timing the sale of your old home with the purchase of your new home, enrolling in a new health insurance plan, adjusting your retirement withdrawals, adapting to a new income tax structure, and figuring out how to pay for it all. We can help relieve stress and uncertainty when planning your transition. 




How We Help New Residents To The Valley

1.

Solving Problems

  • Evaluating mortgages, retirement account loans, and IRA withdrawals as methods for financing your new home

  • Coordinating the sale of your existing home with the purchase of your new home

  • Evaluating career changes and job offers 


2.

Local
Insight

  • Access to a local financial planner

  • Located in the heart of the Treasure Valley

  • Referrals to other local professionals 


3.

Idaho Tax & Estate

  • Income tax planning & projections

  • Learning how your taxes may change under Idaho law

  • Property tax planning and utilizing Idaho’s primary residence exemption

  • Education savings tax benefits

  • Social Security tax benefits

  • Familiarity with Idaho’s health insurance and the Idaho Medical Savings Account

  • Ensuring your estate plan is legal and updated in the state of Idaho


SCHEDULE NOW