Find a Financial Planner in Eagle, ID

 

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We did the hard work of finding trustworthy partners in Eagle, ID.

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We Only Work With The Best Eagle Financial Advisors

We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Financial Times, Investor.com, Forbes, and Barron’s

Conflict Free

Our partners will also never sell proprietary investment products

Experience

All leads will be connected with a firm who has been in business for 20+ years

Education & Designations

All leads will be given to a certified CFP with designation from FINRA

Trustworthiness

All of our partners are credible — No conflicts of interest and no disciplinary history

 

Our Process for Choosing
An Independent Financial Advisor in Eagle, ID

  • Financial Advisor Close to Eagle, ID

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

 

How Can a CFP® in Eagle Help You?

Wealth managers are financial professionals who work to comprehensively build their clients' wealth. Wealth management incorporates nearly all areas of the client's financial life, from investments and asset planning to tax management, retirement, estate planning, and more. In the Eagle area, wealth managers are typically used by high-net-worth individuals or high-capital organizations.
Personal financial planning focuses on organizing and optimizing a client's finances through risk management, debt reduction, investment management, and more. Some of the most common services in Eagle include retirement planning, investment management, tax planning, estate planning, asset management, and debt management.
25.6% of Eagle's population is of retirement age (62 years and older). Retirement planning for those individuals is designed to ensure that retirees are able to secure a stream of income for later in life. Many retirement plans provide a powerful framework for achieving this goal. If you are unsure of where to start, a retirement planner in the Eagle area can create a custom plan and walk with you each step of the way.
Estate planning is defined as the establishment of a legally compliant and comprehensive plan of action for the distribution of your asset base upon your death. In the Eagle area, estate planning may also consist of legal documentation regarding who is allowed to make medical decisions on your behalf, should you become incapacitated, as well as funeral arrangements.
Business financial planning is a service focused on helping businesses map out steps to achieve a financial goal over a set time. Business financial planning in the Eagle area addresses the many needs a business has, such as staffing, PP&E (property, plant and equipment), intangible assets, investments, etc.
Tax planning refers to a service offered by qualified financial professionals who analyze your financial situation comprehensively and determine how best to use deductions and write-offs to minimize your tax payments. In the Eagle area, tax planning is often included with other services like asset management, estate planning, and retirement planning. Tax planning strategies will differ depending on depending on where you live. Idaho has unique laws defining which actions trigger a taxable event and has the 15th lowest total tax burden in the U.S., including income, property, and sales tax.
Transition planning for divorce or loss of a spouse involves working with an attorney or financial advisor in the Eagle area to create a financial planning strategy to protect your assets and heirs in the event of death or divorce. It typically includes updating wills and trusts, evaluating life insurances, long-term care arrangements, and creating inventories of bills, financial accounts, and other interests.
Debt consolidation and management typically involves rolling several loans into a single loan with better financing terms, such as a lower monthly payment or interest rate. Debt consolidation is a popular strategy for advisors in the Eagle area when dealing with high-interest credit card debt and private student loans.

 

The Value of Working With the Best Financial Planners in Eagle, ID

A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Eagle, ID

We evaluated over 13,000 RIA firms to bring you the best of the best Eagle financial advisors.
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How Retirement-Friendly is Eagle, ID?

  • Population: 26,514
  • % of Population 62 Years and Over: 25.6%
  • Average Home Value: $426,000
  • Average Monthly Housing Cost: $1,323
  • Average Household Income: $131,440
  • Idaho Total Tax Burden: 7.88% (15th Lowest in U.S.)
  • Idaho Property Tax: 2.32% (15th Lowest in U.S.)
  • Idaho Individual Income Tax: 2.38% (23rd Highest in U.S.)
  • Idaho Sales and Excise Tax: 3.18% (20th Lowest in U.S.)


The Top Financial Advisor Firms in Eagle, ID


CONTINUUM ADVISORY, LLC

Website

(208) 417-1933

868 E. Riverside Drive
Suite 200
Eagle, ID 83616

SEC#: 801-107439
Years in Business: 5 years

AMERICAN INDEPENDENT SECURITIES GROUP, LLC

Website

(208) 489-3131

664 S Rivershore Lane Ste 150

Eagle, ID 83616

SEC#: 801-69138
Years in Business: 13 years

ARCADIA INVESTMENT ADVISORS, LLC

Website

(208) 342-7758

1028 S. Bridgeway Place, Suite 100

Eagle, ID 83616

SEC#: 801-56607
Years in Business: 22 years

PROFITSCORE CAPITAL MANAGEMENT, INC.

Website

(208) 472-8849

1028 S Bridgeway Pl
Suite 120
Eagle, ID 83616

SEC#: 801-70342
Years in Business: 12 years