Our Services
Our Services
Retirement Income & Distribution Planning
- Analysis of your income needs now and in the future
- Continual development and implementation of recommendations to fund your income needs and help maintain a comfortable standard of living
- Recommendations regarding distribution strategy for your retirement plans, Social Security, and IRAs
- Analysis of your IRA beneficiaries
- Reviewing the possibilities of converting to a Roth IRA
Investment Planning Service
- Reviewing your investments and designing a personalized portfolio appropriate to your needs and goals
- Year-long, continual monitoring of your investments
- Ongoing meetings to review and evaluate your investment performance, update your overall financial objectives and monitor your tolerance for risk vs reward
- Independent advice from a fiduciary relationship – IE: “What’s in the clients’ best interest?”
- Commission-free transactions on most stocks, bonds, mutual funds or ETFs traded in your account
- Recommendations regarding positioning of funds within your employer provided retirement plans such as 401(k)s, 403(b)s, PERSI Choice, Simple IRAs, etc.
- Quarterly “Market Watch” letter detailing our firm’s research, analysis and view of the current state of the investment markets
- Stay up to date on changes in the investment world
Tax Reduction Planning*
- Comprehensive review of your tax return to highlight opportunities for reducing taxes
- Free consultation with your tax and legal advisors to help you meet your financial goals.
- Recommendations of tax solutions including tax advantaged investments
- Staying up-to-date on and presenting new tax laws that can affect your situation
Family Wealth Planning
- Analysis of your current estate plan and concerns
- Assistance in transferring assets to your Living Trust or other trusts
- Providing guidance with the appropriate and necessary steps in the event of the death of a loved one
- Review of beneficiary information
- Review of long-term care insurance and income needs
- Final Expense planning including life insurance needs assessment
Client Services & Communications
- Regular, scheduled reviews
- Special Gold Medal Service Events, including client appreciation events and educational forums
- Client Advocate Events
- Financial education events
- Develops and monitors debt reduction strategies
For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.
info@tfgidaho.com | 208-888-0936