Broker Check

Strategic Wealth Concepts - Idaho Falls, ID

Call Us: 208-528-7922

First Things First A Plan Built Just For You Feel Confident in the Midst of the Unknown

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

Giving Back

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

Helpful Content

Social Security: What’s Changing in 2016?

Social Security: What’s Changing in 2016?

There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.

Red Flags for Tax Auditors

Red Flags for Tax Auditors

Here are six flags that may make your tax return prime for an IRS audit.

Is Term Life Insurance for You?

Is Term Life Insurance for You?

Term insurance is the simplest form of life insurance. Here's how it works.


Insurance Needs Assessment: When You're Young and Single

Even if you’re young and single, you should still consider protecting yourself.

How Financial Advisors Are Compensated

Read this overview to learn how financial advisors are compensated.

Protection Against Uninsured Drivers

You’re hit by an uninsured driver. Now what? Are you protected against financial losses?

When Should You Take Social Security

Monthly Social Security payments differ substantially depending on when you start receiving benefits.

Tips for Finding Care for Your Special-Needs Child

The care of special-needs children continues into their adult years, and may survive the passing of their parents.

Directors and Officers Liability Insurance

Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.

View all articles arrow

Doubling Your Money

This calculator demonstrates the power of compound interest.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

View all calculators arrow

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

View all presentations arrow

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

Should I Invest In REITs?

Are Real Estate Investment Trusts right for your portfolio?


You’ve made investments your whole life. Work with us to help make the most of them.

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

View all videos arrow