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 Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
Top New Digital Tools for Small Businesses
Apps that help small business owners better manage and grow their business.
9 Facts About Social Security
There are things about Social Security that might surprise you.
If you find it hard to attain personal life goals, there’s an app for that!
Retirees traveling abroad need to know that their health insurance travels with them.
There’s a link between debt and stress.
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
This calculator demonstrates the power of compound interest.
This calculator can help you estimate how much you may need to save for retirement.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Assess whether you are running “in the black” or “in the red” each month.
Assess how many days you'll work to pay your federal tax liability.
Investment tools and strategies that can enable you to pursue your retirement goals.
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.
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.
All about how missing the best market days (or the worst!) might affect your portfolio.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Do you know how to set up your financial goals for success? This knight does.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.