Since our inception in 1997, our goal has been to provide independent financial planning to farsighted small business owners and individuals. By doing business with us, you receive substantial benefits from our outstanding team of professionals, including:
- A financial road map showing where you are now and where you need to be at each phase of life
- Planning and management of your most important assets
- Monthly and quarterly updates summarizing your investment portfolio
- Monthly newsletter focusing on five important areas of your life
- Cash and debt management
- And much more
Based in Eagle, Idaho, Idaho Financial Group, Inc. has been awarded many industry awards for excellent customer service and outstanding achievement. All of our affiliate agents and staff are licensed in life, health and disability insurance with many specialized licenses in various areas of expertise.
Providing service. Enhancing lives.
At Idaho Financial Group, we implement a values-based approach to support our mission in helping you align your financial choices with your core values. Unlike most planning strategies that start with goals, Value-Based Financial Planning™ assists you in discovering the big picture or the "why" behind those goals. This proactive strategy makes your pursuit of those goals more meaningful, and consequently, helps foster the inspiration and resolve to achieve them.
 Our team is ready and equipped to serve you.
Matt Shannahan, ChFC, president and founder of The Idaho Financial Group, Inc. has been a professional in the financial services industry for more than 20 years. He holds a Bachelor of Science degree in finance and has been awarded the Chartered Financial Consultant professional designation from The American College, and specializes in the following areas:
- Financial and investment planning
- Estate conservation
- Asset management
He is also licensed in securities as well as life, health, disability, property and casualty insurance.
From the expert ...
"After working for some of the largest financial services companies and achieving substantial success with company and industry awards, I felt I needed to venture out on my own. In 1997, I founded the Idaho Financial Group with the purpose of providing comprehensive, customized financial planning to individuals and small business owners. Just last year, I decided to add Values-Based Financial Planning™ to my practice."
 Jon Anderson, an associate of the Idaho
Financial Group, holds a Bachelors of Business Administration degree in
finance. He is licensed to serve his
clients in securities, as well as personal insurance matters. Jon specializes in developing efficient
financial strategies, including:
- Group Retirement Plans; Including 401(k), 403(b), 457, Deferred Compensation, and Defined Benefit Plans
- Business and Personal Insurance
- Investment Planning
- Charitable Giving
"There is definitely a lot more to my client's financial goals than their
money. I understand well that the
financial puzzle piece of people's lives impacts every aspect of their
being. My job is to help my personal and business clients succeed! I guide businesses and families through the financial opportunities and uncertainties of life."
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