Broker Check

Home Office

733 N. Harvey Lane

Eagle, ID 83616

Products & Services


  • Financial organization for busy people
  • Goal-setting & answers to "How much is enough?"
  • Emergency savings
  • S.W.A.N. (Sleep Well At Night) retirement strategies
  • Lifetime Guaranteed Income
  • 401ks, cash-balance plans, SIMPLE, SEP, Roth & traditional IRAs
  • Federal employee TSP (401k)
  • Cash flow maximization
  • Generational wealth-transfer strategies
  • Debt elimination 
  • Accelerated mortgage payoff 
  • College savings plans 
  • Risk assessments and management
  • Asset allocation
  • Personalized portfolio construction
  • Comprehensive reporting 
  • Fee-based planning services & portfolio management
  • Life, Health, Long-Term Care and Disability Insurance
  • Fixed, Fixed-Indexed, and Variable Annuities
  • Basic estate planning
  • Strategies to embrace a life of supernatural generosity