Investments
When considering your overall investment plan, we start by defining your long and short-term goals. Whatever your goals, we seek investments that help you work toward them.
The most appropriate strategies for you may also depend on your personal investment profile:
- your comfort with risk
- your investment experience
- your time frame
- the amount of your investment
- your ultimate objectives
As each investor is different, no one portfolio works for everyone.
Investment Products can include:
- Stocks
- Bonds
- Mutual Funds
- IRA
- 401(k)
- Life Insurance
- Annuities
- Child and College Savings Plans
- Alternative Investments
Dealing with market volatility and economic changes throughout the world can be overwhelming. Our disciplined approach of diversified investing and regular ongoing reviews can help you maximize return potential. In addition, this can help you avoid making emotionally based decisions that often cause unnecessary losses. Speak to one of our Advisors today so you can get started on your own personalized investment plan.
Retirement Planning: Plan for Tomorrow, Today
While your retirement date may still be several years down the road, and the goals you set today may seem even farther off, it is never too early to begin preparation. Your retirement dreams can be realized in the future, provided you understand what is required to fulfill them. We help you set a course to meet the challenge of doing so, and regularly review your progress along the way. Even if you can only save a small amount at the outset the key is to start early, continue on a regular basis, and adjust your goals over time as your needs and circumstances change.
Planning for your retirement years will help you pursue your retirement dreams and maintain your desired lifestyle in retirement. Meet with one of our Advisors today to see how we can set up a plan today to help you pursue your retirement dreams of tomorrow.
Life Insurance
Life Insurance is a method for handling financial risk in the event of death. Instead of trying to amass a sizable emergency fund—a task that may be difficult to achieve—life insurance can help create a fund for your family in the event of your death. Life insurance proceeds may be used to help pay off a mortgage, fund a child's education, cover estate tax liabilities, or replace lost income.
Certain life events often trigger the need to purchase life insurance. If you already own a policy, be sure to reevaluate your coverage on a regular basis, as well as when you reach one of life's milestones, to ensure it continues to address your needs. Regardless of your stage in life, life insurance offers a variety of ways to address your financial concerns. We can help ensure that your life insurance strategies are in line with your goals for yourself, your family, and your business. Speak to one of our Advisors today to get started on protecting the things that matter most.
Estate
Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. An effective estate strategy can spell out your healthcare wishes and ensure that they’re carried out – even if you are unable to communicate. It can even designate someone to manage your financial affairs should you be unable to do so.
Involving the counsel of professional advisors who are familiar with your financial goals and assets can help enhance and streamline your estate planning. Speak to one of our Advisors today to begin the process of managing your own estate.
Business
Managing a business’ retirement plan – large or small – is an undertaking that can often feel daunting. Just as businesses come in a variety of shapes and sizes, so do the options available for retirement.
At East Idaho Wealth Management we offer many low-cost, convenient retirement plans that can be customized to you and your employees. Our advisors are ready to help walk through key factors such as cost, investment choices, and tax implications to help find the perfect fit for you and your business.
Digital Investing
Our Guided Wealth Portfolios (GWP) offer the convenience of online investing combined with the benefit of a wealth advisor’s guidance and personal touch. While other digital investing solutions, or robo advisors, offer online investment management many don’t include a direct personal relationship with a financial advisor.
With GWP, no matter how large or small your investment amount, you get a personal advisor dedicated to you and your goals. All you need to get started is $5,000 to invest. Whatever your investment goals, we can help you.
Click the link below to begin investing from the comfort and ease of your home.