Financial Strategies You Can Rely On.

We provide Financial Strategies to retire and live your dreams with confidence- Retirement Income and Asset Protection Strategies.

Business Owner Planning for maximum business valuation and marketability with a comprehensive analysis of company Financial Assets -Business Exit Planning Strategies.

Financial Planning - help you maximize all of your financial opportunities-lower debt expense, reduce taxes, prepare for future events and required income streams. 

Insurance Services - assure that your assets are properly insured so that any unforeseen event will not destroy your savings and financial plan.

 

Financial and Insurance Services

We provide families and businesses with solutions for Retirement Income Planning and Asset Protection. Our Strategic Partners provide best in class analysis to determine the right results for your particular needs. We have expertise in Business Exit Planning strategies to help marketability and value for your business

We provide peace of mind so you can enjoy your retirement free from financial concerns.

Seeing the Forest Through the Trees

Many people get lost trying to navigate the complex world of Financial and Retirement Planning. We make it easy by guiding or even controlling the process so you may realize the right outcome.

Providing Retirement Income Planning solutions  to achieve Financial Independence and piece of mind.

Mountain biking in Oregon

Softball champions

Sailing at Big Lake

GT winners at 2011 Daytona 24 Hours

McDreamy is a true racer.

Retirement on your terms

Our comprehensive Financial Planning and best of breed Investment company strategic partners allow you to enjoy or retirement and provide a legacy you choose.

Whether you are a young family that needs retirement, education and asset/income protection or a retired family in search of legacy planning we can provide the right solution for your needs.

Business Owners and Institutions can benefit from our Planning services including Retirement and Deferred Compensation or Executive Bonus plans to Buy/Sell Agreements and Employee Benefit plans.

Calm in the storm and helping to navigate whether it is smooth or rough sailing for your situation.

Paul Seglund CEO/Wealth Manager

We are located in Boise, Idaho and provide Financial Solutions for people throughout the Western US. To see how we can help or provide a portfolio review, contact us as we are ready to help reach your goals.

For more information on our investment advisory services or to join our email newsletter list, please fill out the following details.

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