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Strategic Wealth Concepts - Idaho Falls, ID

Call Us: 208-528-7922

 

Team

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.

 

Daniel McPherson

Certified Financial Planner | Board Certified Estate Planner

208-528-7922

Dan’s passion is helping families and individuals reach their personal goals and manage their financial wealth. While growing up in a small farming and mining community in Southern Utah, Dan learned the value of hard work. At a...

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Lou Ann is our Client Relationship Manager. She has an extensive background in retail management and has a true passion for people and an exceptional understanding of the importance of providing outstanding service for our clients. She...

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Tobi is a long time resident of Idaho Falls and is very familiar with the beauty in nature and unique challenges of the area. Tobi attended Idaho State University to obtain degrees in sociology, psychology, and criminal justice. With a...

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Russell Slack has an infectious love of life and genuine concern for the well-being of the people around him. He is an avid fisherman and outdoors-man who spends as much time outside as possible and loves sharing his passion with other...

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