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

488 Blue Lakes blvd n

twin falls, id 83301

(208) 944-9244

Strategic Financial Group is a dba of Clear Creek Financial Management, LLC. a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Clear Creek Financial Management, LLC and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Clear Creek Financial Management, LLC unless a client service agreement is in place. For firms utilizing a “Disclosure Page” please feature the following: Clear Creek Financial Management, LLC is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Clear Creek Financial Management, LLC and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Clear Creek Financial Management, LLC unless a client service agreement is in place. Clear Creek Financial Management, LLC provides links for your convenience to websites produced by other providers or industry related material. Accessing websites through links directs you away from our website. Clear Creek Financial Management, LLC is not responsible for errors or omissions in the material on third party websites, and does not necessarily approve of or endorse the information provided. Users who gain access to third party websites may be subject to the copyright and other restrictions on use imposed by those providers and assume responsibility and risk from use of those websites.

Form CRS:

https://reports.adviserinfo.sec.gov/crs/crs_170602.pdf