INVESTMENTS
Stocks, Bonds, Mutual Funds, ETFs, Index Funds, REITs,
Roth and Traditional IRAs, 401k rollovers and much more.
Yearly Advisory Fee = 1% of total AUM
FINANCIAL PLANNING
Get control of your money:
Retirement plans, Debt Freedom, Budgets, Support
establishing proactive money habits, systems, etc.
Because money doesn't come with instructions and unfortunately isn't taught as basic 101 knowledge in many schools. Still being a credentialed Idaho educator, Kalyn prides herself on the one-on-one education her team provides clients, helping them to understand and get control of their finances, providing each client more time to focus on what matters most in their lives.
Project Based Fee(s) = $1500 + depending on complexity
“Time is wealth.” – Benjamin Franklin
WEALTH MANAGEMENT
What legacy will you leave behind?
This is for clients looking into and planning for the future.
Proactively navigate common topics such as; generational wealth transfer, trust accounts, strategic asset allocation, tax planning, charitable contributions, etc.
Complimentary client service,
included with yearly 1% AUM Fee.
FIDUCIARY
Putting your interests first.
We are proudly committed to the following five fiduciary principles:
1. Always putting client best interests first.
2. Acting with skill, care, diligence and good judgement of a professional.
3. Provide conspicuous, full and fair disclosure of all important facts.
4. Will avoid conflicts of interest.
5. Fully disclose and fairly manage, in the client's favor, any unavoidable conflicts.
2107 Old Highway, Midvale Idaho 83645 • (208) 355 - 4321