Our Services

Customized Asset Management

Growth Portfolios- Diversified portfolios designed to maximize growth in the stock market for a level of risk that you are comfortable with. Funds, ETF’s and individual stocks will be used.

Dividend Income Portfolios- Well diversified stock portfolios that are focused on divided income and dividend growth.  These are fundamentally superior companies with a high level of dividend safety.  Can include ETF’s.

Bond Portfolios- Taxable and municipal income portfolios.  The portfolio will have individual bonds and is designed for income and will generally have much more stable market performance.  Municipal bonds for federal tax-free income can be used and also many Idaho bonds for state tax free income.

Retirement Planning

In depth retirement analysis and planning for those seeking this help.  When can you retire and how much do you need to retire are some of the most common questions and most important questions financial planners are asked.  We can show you the answers.