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
Best Vacations: By Car, By Ship, By Foot, Once in a Lifetime
Four vacation destinations you might never have thought of.
There’s a link between debt and stress.
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
Even if you’re young and single, you should still consider protecting yourself.
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator can help you estimate how much you may need to save for retirement.
Determine your potential long-term care needs and how long your current assets might last.
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A presentation about managing money: using it, saving it, and even getting credit.
There are some key concepts to understand when investing for retirement
There are some smart strategies that may help you pursue your investment objectives
With alternative investments, it’s critical to sort through the complexity.
Around the country, attitudes about retirement are shifting.
Understanding the cycle of investing may help you avoid easy pitfalls.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
All about how missing the best market days (or the worst!) might affect your portfolio.
What does your home really cost?