Financial ADvising
TAKE YOUR FINANCES TO THE NEXT LEVEL
Asset Management
Do you want to get into the stock market but aren't sure what to invest in? Our advisors will walk you through different investments, accounts, and what each one entails. You will also have information from our research team to help you make a sound decision when it comes to your investments. Book an appointment and get the investment advising you have been looking for.
1031 Exchanges
1031 exchanges allow you to sell your properties and invest passively into Real Estate Investment Trusts while deferring capital gains.
The best part? You can liquidate your Real Estate Investment Trusts over a period time, allowing you to manage your annual tax burden!
Give us a call to see if a 1031 exchange is appropriate for you! (208) 944-9244
Disclaimer: We are not tax professionals and any recommendations should not be viewed as tax advise. Please consult with your CPA or Tax Professional on how 1031 exchanges could affect your tax situation.
Life Insurance
Life Insurance doesn't always have to come with a cheesy sales pitch. Strategic Financial Advisors help you decide what coverage you need and pick the type of life insurance that fits you best without the hassle of up-selling.
Whether you are looking for term insurance to cover a set amount of years of whole life insurance to cover you until death, our life insurance advisors can you help you pick the best product. As independent agents, we have the ability to chose from multiple companies, which helps us offer you a more a specific and efficient product.
Traditional & Roth IRAs
Individual Retirement Accounts are a great tool to help you on the journey to a happy retirement. IRAs are not only a great attribute to go along with your 401k, but they are a great retirement account on their own. Book a financial advising appointment with us and discover how best an IRA can help you on your retirement journey.
401k Rollovers
Do you have a 401k from a previous employer that you don't know what to do with?
We specialize in 401k rollovers, and can help you get your retirement back into control!
Other Services
UGMA/UTMA Accounts
Estate Planning
JTWROS accounts
TOD accounts
Coverdell & 529 Plans
Long Term Care Insurance
Financial Advising
Investment Advising
Medicare Supplemental Plans
Medicare Advantage Plans