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
Should I Invest in Gold?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
Ready for Retirement?
Are you ready for retirement? Here are five words you should consider.
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
At what point can you call a personal vehicle commercial?
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
There are some smart strategies that may help you pursue your investment objectives
There are some key concepts to understand when investing for retirement
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are a number of ways to withdraw money from a qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
A special needs trust helps care for a special needs child when you’re gone.
Here are five facts about Social Security that might surprise you.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Do you know these three personal finance sayings?
Women must be ready to spend, on average, more years in retirement than men.