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
What to Look for in Personal Finance Apps
An increasing number have been developed to help individuals with their personal finances.
Your Emergency Fund: How Much Is Enough?
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Four Steps to Valuing an Estate
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Four vacation destinations you might never have thought of.
Don't let procrastination keep you from pursuing your financial dreams and goals.
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
This worksheet can help you estimate the costs of a four-year college program.
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
This calculator can help you estimate how much you should be saving for college.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator can help you estimate how much you may need to save for retirement.
There are some key concepts to understand when investing for retirement
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
Are you ready for retirement? Here are five words you should consider.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
The average retirement lasts for 18 years. Are you prepared to fill that many days?
That big list of dreams and goals isn't the only way to look at your bucket list.
There’s an alarming difference between perception and reality for current and future retirees.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”