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
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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