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
Yours, Mine and Ours: Estate Strategies for Second Marriages
Second marriages are a trigger event to revisit any existing estate strategies.
The Lowdown on Those Free Credit Scores
What’s the deal with your yearly free credit report?
What Is a Roth 401(k)?
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
There are common mistakes you can avoid when saving for retirement.
Understanding the types of long-term-care services—and what those services could cost—may be critical.
What can be learned from the savings rate?
A few strategies that may help you prepare for the cost of higher education.
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator can help you estimate how much you should be saving for college.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator helps estimate your federal estate tax liability.
This calculator will help determine whether you should invest funds or pay down debt.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Principles that can help create a portfolio designed to pursue investment goals.
Learn more about taxes, tax-favored investing, and tax strategies.
The importance of life insurance, how it works, and how much coverage you need.
There are some key concepts to understand when investing for retirement
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
The decision whether to buy or rent a home may have long-term implications.
It’s never a bad time to speak with your financial advisor about changes in your situation.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
How do the markets usually react to elections? Was the 2016 election any different?
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.