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At Idaho Financial Group, we are committed to providing you attentive, personalized service throughout this entire process. When you invest in our services, you have access to the following tools:
Financial Road Map
This is a visual financial road map that identifies your current financial situation as well as your goals and what is important to you.
Quality of Life Plan
We offer a variety of strategies to help you manage your investments, reduce debt and more, including a:
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Cash management plan
- Debt-reduction plan
- Risk management plan
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Investment management plan
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Estate management plan.
Progress Review
You and your financial consultant may schedule regular reviews to monitor your progress and make necessary updates to keep your plan on track.
On-Demand Access
When you are our client, we at Idaho Financial Group make sure you receive the most attentive, timely care possible. We provide on-demand access to your very own financial consultant and other service team members to address a variety of needs that may arise. Our team of knowledgeable professionals include:
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The director of client services
- Professional money managers
- Employee benefit experts
- Estate planning and business law attorneys
- Accountants
- Risk management experts
- Mortgage lenders
- Commercial and residential realtors
Monthly Newsletter
We believe a truly balanced life facilitates your success. That is why we send you a monthly newsletter offering effective, time-tested advice on everything from managing your time to physical fitness. Visit our Keys to Lifelong Success page to learn more.
Monthly and Quarterly Statements
You receive convenient, up-to-date quarterly and monthly statements summarizing your portfolio.
Income Tax Planning
Throughout November and December, we work with you to find ways to reduce your tax liability and avoid any surprises come April.
Estate Planning
Once every five years, we review your estate plan to enable you to preserve the value of this very important asset by minimizing taxes and maximizing wealth transfer to the next generation.
Cash and Debt Management
This tool helps you manage your finances by enabling you to acquire the discipline you need to stay within your budget. When you meet with your financial consultant, you identify the purchases you need to make within the next year and determine the best way attain these items.
Insurance Review
This is your opportunity to review beneficiaries and make necessary changes. You can also make sure your coverage is sufficient for your current needs and make changes if needed.
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