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
Getting a Head Start on College Savings
A few strategies that may help you prepare for the cost of higher education.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
A House Divided
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
It's important to understand how inflation is reported and how it can affect investments.
A change in your mindset during retirement may drive changes to your portfolio.
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
Learn when it may not make sense to file a claim on your home insurance.
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
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.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some key concepts to understand when investing for retirement
The importance of life insurance, how it works, and how much coverage you need.
There are a number of ways to withdraw money from a qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
If you died, what would happen to your email archives, social profiles and online accounts?
What does your home really cost?
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
There are three things to consider before dipping into retirement savings to pay for college.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
A special needs trust helps care for a special needs child when you’re gone.