To Retire Confidently And Stay Confidently Retired,
A 360 Approach Must Be Applied.
Situation | Solution |
| You need some hands-on guidance on which investment strategies are right for you. |
Accomplish your short- and long-term objectives with an investment portfolio tailored to you. We go above and beyond "buy and hold" with low cost funds and a defined investment strategy. |
| You want to know if you have saved enough to retire as desired. |
Using technology, we will illustrate your entire financial picture in one place. We will apply creative planning to improve your situation. |
| You want to know if you can do anything about the looming tax-bubble inside your pre-taxed retirement plans, before the government applies the RMD (Required minimum distribution.) |
We'll discuss some creative ideas to see if we can mitigate against this issue, so you and your family can keep more of your money instead of the government. |
| Is my will updated and legal in the state of Idaho? Do I need a trust? |
We will help you determine the appropriate level of estate planning for your needs. We can assist in getting this work done through our contracted team of estate planner and attorneys. |
| If something happens to me, can my spouse still on-track for retirement? | Risk ManagementWe will run "what-if" scenarios to ensure all angles are considered so you can feel confident in your retirement plan. |