Our firm specializes in helping individuals, families, and small business owners to understand how the money system really works and to develop sound money principles to help achieve "Economic Independence." Economic Independence is when you are generating enough passive income (income generated from assets) to cover your living expenses. This frees up the individual to pursue their passions in life and to bless others. Please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.
We understand the many challenges of today and know among the biggest concerns for many is inflation, taxes, saving enough for retirement and outliving their money. We focus on sound money management, as well as other issues that are critical to your financial well being.
Family Banking System
Tax Savings Strategies
Estate and Legacy Plans
Money Purchasing Plans
Profit Sharing Plans
Disability Income Insurance
firstname.lastname@example.org | 208.297.3531 (Idaho) or 805.484.2500 (California)