BECAUSE IT’S YOUR LEGACY.
Legacy ~ Creating, Protecting & Preserving Wealth For Generations
We are a team of multidisciplinary experts in managing wealth, risk, estate preparation & investing in uncertain markets. We work primarily with business owners and multigenerational families around the country. Our mission is to take on the management of our clients' complex financial lives so that they can focus on building successful business, spending time with the ones they love and pursuing their personal goals.
Declare your financial independence, call us at 208-344-9704
Succeeding at Business Succession
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
A Bucket Plan to Go with Your Bucket List
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
The Five Basics of Financial Literacy
How literate are you when it comes to your finances? Brush up with these five basics.
Do you have an estate strategy? You should.
Here are 4 great, and sometimes unexpected, places to raise a family.
There’s a link between debt and stress.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
Use this calculator to estimate your capital gains tax.
Assess how many days you'll work to pay your federal tax liability.
Determine your potential long-term care needs and how long your current assets might last.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Enter various payment options and determine how long it may take to pay off a credit card.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some key concepts to understand when investing for retirement
There are some smart strategies that may help you pursue your investment objectives
That big list of dreams and goals isn't the only way to look at your bucket list.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Making the most of surprises is a great reason to work with us.
There’s an alarming difference between perception and reality for current and future retirees.
The average retirement lasts for 18 years. Are you prepared to fill that many days?
You’ve made investments your whole life. Work with us to help make the most of them.