Broker Check

Waddell & Reed - Eagle Idaho

Financial Advisors

208-947-9000

1065 East Winding Creek Drive, Suite 250
Eagle, ID 83616

Make a plan to fund your future

What kind of retirement do you dream of? Whether you hope for world travel, quiet days in the garden, or time to finally write that novel, I can help you make a plan to pursue your goals.

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Services for your business

Your business has unique needs, and I have the resources to support you, your business and your employees.

Learn how your business can benefit by offering services such as financial wellness and planning, employee benefits and retirement plans.

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Helpful content

I offer a full library of resources to help boost your retirement planning and financial knowledge.

Eight Mistakes That Can Upend Your Retirement

There are common mistakes you can avoid when saving for retirement.
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Tax Rules When Selling Your Home

The tax rules governing profits you realize from the sale of your home have changed in recent years.
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Four Steps to Valuing an Estate

Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
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Questions? Let's connect

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