Have you planned for the tax implications of your retirement plan? Are all of your financial needs addressed? Schedule a meeting with Val to make sure you are working to build a comfortable future. Val is knowledgeable to answer your retirement questions and direct you on the right course. The following services are specialties:

• Asset Protection Planning
• Business Retirement – Selling a Business: When & How much
• Coordination with Attorney to Draft Legal Documents
• Estate Planning
• Personal Financial Analysis
• Retirement Analysis
• Retirement Planning* – How much & Where?

Schedule an appointment to plan your future today! Call (208) 467-1603

“Change is the law of life. And those who look only to the past or present are certain to miss the future.” – John F. Kennedy