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.
The Five Basics of Financial Literacy
How literate are you when it comes to your finances? Brush up with these five basics.
From Boats to Brokers
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
To choose a plan, it’s important to ask yourself four key questions.
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
The federal government requires deceased individuals to file a final income tax return.
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Currency has been around for a long time. Here’s a quick history lesson.
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
This calculator compares the financial impact of leasing versus buying an automobile.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator can help you estimate how much you should be saving for college.
This calculator can help you estimate how much you may need to save for retirement.
Estimate how much you have the potential to earn during your working years.
This questionnaire will help determine your tolerance for investment risk.
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Taking your Social Security benefits at the right time may help maximize your benefit.
What is your plan for health care during retirement?