What We Can Do For You
The greatest asset we have is our relationship with you. We want to get to know you as we help you and your family prepare for your financial future.Learn More
How We Can Serve You
We offer you individualized and professional financial security advice. We design a plan just for you and your goals.Learn More
Client Appreciation Events
We help our clients take some of the mystery out of preparing their financial future.Learn More
Understanding Today's Financial Environment
Welcome, I’m Dan McPherson, a financial professional in Idaho Falls, Idaho. At Strategic Wealth Concepts we understand that individuals face unique challenges as they build wealth and plan for the future. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is preparing for retirement, saving for college, or managing your estate, our personalized service focuses on your needs, wants, and financial goals and objectives.
Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you, through all stages of your life.Contact Us
Money Draining Food Myths
These food myths will really put a drain on your wallet.
Does Your Portfolio Fit Your Retirement Lifestyle?
Lifestyle considerations in creating your retirement portfolio.
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
Tax preparation may be the perfect time to give the household budget a check-up.
Gaining a better understanding of municipal bonds makes more sense than ever.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
The uncertainties we face in retirement can erode our sense of confidence.
Knowing the rules may help you decide when to start benefits.
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
This questionnaire will help determine your tolerance for investment risk.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are a number of ways to withdraw money from a qualified retirement plan.
A presentation about managing money: using it, saving it, and even getting credit.
Learn more about taxes, tax-favored investing, and tax strategies.
Investors seeking world investments can choose between global and international funds. What's the difference?
There are three things to consider before dipping into retirement savings to pay for college.
It’s never a bad time to speak with your financial advisor about changes in your situation.
Taking your Social Security benefits at the right time may help maximize your benefit.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
What is your plan for health care during retirement?