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.

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How We Can Serve You


We offer you individualized and professional financial security advice. We design a plan just for you and your goals.

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Client Appreciation Events


We help our clients take some of the mystery out of preparing their financial future.

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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.

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How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

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Determine your potential long-term care needs and how long your current assets might last.

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Assess whether you are running “in the black” or “in the red” each month.

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This calculator can help determine whether it makes sense to refinance your mortgage.

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Protecting Those Who Matter Most

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There are some key concepts to understand when investing for retirement

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The Latte Lie and Other Myths

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What Our Kids Can Teach us About Saving Money

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