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
Investment Challenges of the Affluent Investor
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
How Will Working Affect Social Security Benefits?
Knowing the rules may help you decide when to start benefits.
Budget Check Up: Tax Time Is the Right Time
Tax preparation may be the perfect time to give the household budget a check-up.
A letter of instruction provides additional and more personal information regarding your estate.
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Entrepreneurs all face the same question, “Which business structure should I adopt?”
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
Do you have an estate strategy? You should.
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
This calculator helps estimate your federal estate tax liability.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator can help you estimate how much you may need to save for retirement.
This calculator can help you estimate how much you should be saving for college.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are a number of ways to withdraw money from a qualified retirement plan.
The importance of life insurance, how it works, and how much coverage you need.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
$1 million in a diversified portfolio could help finance part of your retirement.
Do you know these three personal finance sayings?
Are you ready for retirement? Here are five words you should consider.
Agent Jane Bond is on the case, cracking the code on bonds.
That big list of dreams and goals isn't the only way to look at your bucket list.