IN AN EVERCHANGING LANDSCAPE,
we guide you to the next level

Start Your Journey

Financial advisors serving the Treasure Valley and clients globally from our office in Meridian, Idaho

OUR PHILOSOPHY ON FINANCIAL ADVICE:

Simple is greater than complex.

Wealth
Management

Do your investments align with your goals? Do you know how much you need to retire and stay comfortably retired?

Allow us to lead you toward a more promising financial future. Our services are tailored to those who:

  • Have investment assets of $500,000+
  • Need guidance on investments
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Retirement Income Planning

Are you feeling unsure about your retirement strategy? Concerned about effectively managing your finances or making wise investment choices?

We are here to provide guidance as you navigate your retirement journey. Our services are customized to help those who are:

  • Within ten years of retirement (or recently retired)
  • Have saved $500,000 or more for retirement
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FEE-ONLY FIDUCIARY ADVISORS

Jake McCarney, CFP®
Chad Majors, FA
Mike Aboussie, CFP®, CIMA®

“The clearer you are on where you want to go, the less distracted you’ll be by endless options.”


Dr Benjamin Hardy

prioritizing what’s
IMPORTANT

As you rely on us for your wealth management, we allow you to let go of financial worry, concerns over the complexity of the markets and second guessing. From retirement planning to comprehensive investment management, our services will free up your time, allowing you to be intentional and deliberate in spending time with family, hobbies, vacations, and other pursuits.

spend your LIFE living

LEARN HOW WE HELP YOU BE INTENTIONAL & DELIBERATE in reaching new heights of financial success
What We Do

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