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.
Around the country, attitudes about retirement are shifting.
Does Your Portfolio Fit Your Retirement Lifestyle?
Lifestyle considerations in creating your retirement portfolio.
Raising Healthy Children
Healthy habits are one of the greatest gifts to give your child.
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
Even if you’re young and single, you should still consider protecting yourself.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
For some, the social impact of investing is just as important as the return, perhaps more important.
This calculator demonstrates the power of compound interest.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Assess how many days you'll work to pay your federal tax liability.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Use this calculator to estimate your capital gains tax.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
A bucket plan can help you be better prepared for a comfortable retirement.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
$1 million in a diversified portfolio could help finance part of your retirement.
Make your retirement as exciting as your next vacation.
Do you know these three personal finance sayings?