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
Your Changing Definition of Risk in Retirement
A change in your mindset during retirement may drive changes to your portfolio.
Budget Check Up: Tax Time Is the Right Time
Tax preparation may be the perfect time to give the household budget a check-up.
Three Key Questions to Answer Before Taking Social Security
When to start? Should I continue to work? How can I maximize my benefit?
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
What’s the deal with your yearly free credit report?
Is your estate in order? This short quiz may help you assess your overall strategy.
These food myths will really put a drain on your wallet.
Five strategies for managing your student debt.
Tips on insuring your teen driver.
Assess how many days you'll work to pay your federal tax liability.
This calculator compares the financial impact of leasing versus buying an automobile.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator shows how inflation over the years has impacted purchasing power.
This questionnaire will help determine your tolerance for investment risk.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Using smart management to get more of what you want and free up assets to invest.
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.
There are some key concepts to understand when investing for retirement
There are a number of ways to withdraw money from a qualified retirement plan.
Principles that can help create a portfolio designed to pursue investment goals.
There are three things to consider before dipping into retirement savings to pay for college.
What is your plan for health care during retirement?
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
Understanding the cycle of investing may help you avoid easy pitfalls.
Are you ready for retirement? Here are five words you should consider.
The question used to be, “How low can interest rates go?” Now it's, “How long can rates remain at their historic low levels?”