As a Financial Advisor in Boise, ID, Peggy has serviced hundreds of clients in and around the Treasure Valley for over 20 years. Peggy Farnworth, CPA, CFP, CSA is known for her integrity, creativity and compassion. Her ability to address complex situations and produce balanced financial plans makes her the trusted financial advisor clients want on their side. Along with a BS in Accounting from Boise State University, Peggy is also a Certified Public Accountant, and Certified Financial Planner and Certified Senior Advisor. Her ongoing professional development and involvement as a financial advisor in Boise, ID, has led to additional course work, committees and achievement awards including: Senior Health Insurance Benefits Advisor Program National Federal Taxation Committee Idaho Financial Literacy Coalition Speaker and Trainer for organizations such as ISCPA (Idaho Society of CPA’s) and PERSI (Public Employee Retirement Systems of Idaho) ...Read More
Personal Financial Planning and Management Services Understanding your unique lifestyle, current plans, and future desires are the first steps to creating the financial plan best for you. With so many financial pieces to consider and so many life changes, it can be overwhelming. Peggy Farnworth CPA, CFP asks the right questions and really listens to put you on the road to a more certain future. As Financial Planners in Boise ID, Peggy offers confidential analysis, planning and management in the following areas: Retirement Counseling: How much is enough? Are you maximizing your benefits? Maintaining flexibility? Investment Analysis: Does your portfolio match your risk profile? Is it balanced? Are there any underperforming investments? Cash-Flow Management: Do you have a spending plan? What are your goals for college or retirement? Are you concerned about out-living your money? Financial Planning: What is the big picture? How can you blend your life goals? Insurance Review: What are your employer benefits? What happens when you can’t work? Divorce Settlement Planning: How can a difficult transition have win-win solutions? Long Term Care: How can you protect your assets form being consumed by assisted living costs? What are your options? Estate Planning: How can I minimize estate tax issues? How can I ensure all my assets will be distributing according to my wishes? Financial Products, Services and Portfolio After creating a plan and setting financial goals, how can you choose the best financial service offering to get there? As Financial Planners in Boise ID, Peggy Farnworth CPA, CFP can help narrow options based upon your needs, evaluate feasibility reports and study risk-to-benefit options, so together the best investment strategy is formed. Peggy offers account set-up and...Read More
Retirement Retirement planning can be an overwhelming process. There are dozens of decisions to make—some irrevocable. Knowing the right questions to ask is as important as finding the right answer. A highly experienced financial advisor like Peggy L. Farnworth can help. What should I be thinking about for retirement? Social Security: When do I start social security benefits? How do I maximize my life time benefits? How do I maximize my Social Security? Savings: Will I outlive my money? What is the best distribution strategy so I don’t run out? Pension Plan: Do I have one? Should I take a lump sum? Or is an annuity payment better and which one? Healthcare: How do I navigate the changing world of healthcare? When should I start Medicare? Home: Where should I live? Should I stay in my current home or downsize? Should I move to a retirement community? Or should I live abroad? Life: How do I want to spend my time? Should I work part-time? Travel? Golf? Volunteer? Is my spouse’s idea of retirement similar to mine? Final Stages: How do I want to finish my retirement years? What are my plans for aging and final expenses? What if I need assisted living or a caregiver? Peggy L. Farnworth CPA, CFP, CSA is prepared to assist you in making the right decisions as you plan for retirement and when you transition into your retirement years. Call for a private complimentary consultation at 208-343-7777. With Peggy Farnworth as your Financial Advisor, your retirement will truly be your golden years. “Securities and advisory services offered, in states where licensed, exclusively through representatives of KMS Financial Services, Inc., Member FINRA http://www.finra.org SIPC http://www.sipc.com...Read More
Resources We’ve provided you with a list of helpful links to help you find information that interests you. If there are other links you believe would be useful, please let us know. Kiplinger Tools Dave Ramsey Market Watch MSN Money Central Kiplinger 50 Ways to Cut Your Health Care Costs KMS Financial Newsletter Spring 2016 Winter 2015 Fall 2015 Summer 2015 Spring 2015 Winter 2014 Fall 2014 Summer 2014 Spring 2014 Winter 2013 Fall 2013 Summer 2013 Spring 2013 “Securities and advisory services offered, in states where licensed, exclusively through representatives of KMS Financial Services, Inc., Member FINRA<http://www.finra.org SIPC<http://www.sipc.com and an SEC<http://www.sec.gov Registered Investment Advisor.” Impact of Your Health On Your Wealth Impact of Your Health on Wealth Powerpoint Presentation ...Read More
Understanding your unique lifestyle, current plans and future desires are the first steps to creating the financial plan best for you. With so many financial pieces to consider and so many life changes, it can be overwhelming. We ask the right questions and really listen to put you on the road to a more certain future. Professional Financial Services was founded with the goal of assisting our clients in every aspect of their financial lives. We excel at providing personal service, thus earning a reputation for excellence in our industry. For each of our clients we strive to help create financial stability and security to provide financial independence. Our commitment to you means:
“This site is for informational purposes only and is not an offer to sell or a solicitation of an offer to buy any securities or investment advisory services which may be referenced herein. We may only offer services in states in which we have been properly registered or are exempt from registration.