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Welcome to Idaho Financial Group

Matt Shannahan, ChFC, AIF® started The Idaho Financial Group, Inc. on January 1, 1997.  Matt works as an Independent Advisor, to help clients reach their financial and investment goals.  For the past 30 years, Matt has worked with business owners, families and individuals in delivering personal investment planning services.  He has dedicated his career to helping individuals and businesses alike to develop several strategies for retirement planning and risk management by focusing on each client’s specific need(s).

In 2011, Matt started working with Nations Financial Group, Inc. (“Nations”) as his Broker Dealer. Nations is an independent wealth management firm headquartered in Cedar Rapids, IA. They help top tier Independent Advisors grow, run and protect their practices by providing exceptional systems, service, guidance and support. Nations, established in 1998, has built a reputation based on financial integrity, honesty, courtesy, and character. These unwavering values not only unite Matt’s team with a common vision but also guide him in selecting the partners we choose.

When opening an account with Nations’ clearing firm, First Clearing, an affiliate of Wells Fargo & Company, maintains custodianship of your investment assets. You get face-to-face personalized service from Matt and the comfort of knowing that your assets are held at one of the world’s largest financial services firm. All statements, tax reports and transaction confirmations are produced and sent to you directly by First Clearing.

Due to the complex and confusing nature of financial planning, Matt strives to take the mystery out of helping you prepare for your future. By having access to a large spectrum of companies you will benefit throughout the changes you will see in the coming years. Idaho Financial Group is constantly updating our portfolio of products and services as well as continuing our education on a daily basis.

Matt’s experience in the financial services business comes with certification as a Chartered Financial Consultant (ChFC) and as an Accredited Investment Fiduciary (AIF®).  As a Financial Advisor, Matt has the experience and knowledge to help his clients meet their needs.

With more than 20 years of experience as a retirement plan specialist, Matt has provided comprehensive plan design, investment services and continuing education to each of our Plan Providers and their employees.  Currently, Matt provides a full range of employee benefit products for companies with as few as 2 employees to companies with more than 100+ employees.

We believe that Matt can offer you the information and services that you need to reach all of your personal or business goals.

 

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Securities and Advisory Services are offered through Nations Financial Group, Inc.(NFGI)   member FINRA/SIPC, and a Registered Investment Advisor.  4000 River Ridge Drive NE, Cedar Rapids, IA 52402. (800) 351-2471.  Matt Shannahan is a Registered Representative of NFGI.  Idaho Financial Group is a separate entity and not affiliated with NFGI. 

The opinions expressed in this website are those of the author(s) and are not necessarily those of NFGI. Any information provided is general in nature and is not tailored to your individual investment objectives, or needs, or relate to any specific investments. Availability of investment services subject to applicable licensing requirements. Please see Disclosures for more details.

 

 


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