Financial Planning and Management Services

 

 

Retirement Counseling: How much is enough? Are you maximizing your benefits? Maintaining flexibility? What are you retiring to?
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 from being consumed by assisted living costs? What are your options?
Estate Planning: How can you minimize estate tax issues? How can you ensure all your assets will be distributing according to your 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 management for:

  • Mutual Funds*
  • Money Market Funds*
  • Stocks and Bonds*
  • Annuities*
  • Managed Accounts*
  • Life Insurance
  • Long Term Care Insurance

*Securities and advisory services through KMS Financial Services, Inc.

 

Philosophy & Mission

Every person has unique dreams, goals and desires for the future. As trusted financial planners in Boise, ID, our goal is to know and understand our clients as a whole person to better serve their financial plan to secure the future and still enjoy today.

 

Financial-Planner-Boise-ID-2

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.