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.
Making the most of surprises is a great reason to work with us.
A New Way to Look at Your Bucket List
That big list of dreams and goals isn't the only way to look at your bucket list.
Orchestrating Your Retirement Accounts
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
There’s a link between debt and stress.
Understanding the economy's cycles can help put current business conditions in better perspective.
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
This questionnaire will help determine your tolerance for investment risk.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator can help you estimate how much you may need to save for retirement.
This calculator can help you estimate how much you should be saving for college.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate how much you have the potential to earn during your working years.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
How do the markets usually react to elections? Was the 2016 election any different?
A bucket plan can help you be better prepared for a comfortable retirement.
Around the country, attitudes about retirement are shifting.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
$1 million in a diversified portfolio could help finance part of your retirement.
Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.