Idaho Falls Wealth Optimization

Welcome to the full service side of -- Wealth Safe of Idaho (WSI). WSI is your personal integrated wealth solution! If it affects your financial stability, viability, flexibility, vulnerability, and predictability, then we account for it in a detailed scientific model founded and verified on proven principles. As your personal CEO, we utilize this model to illustrate and illuminate your comprehensive financial and risk picture, along with any scenario of significance to you. Together with this dynamic tool we assist you in planning then constructing your financial fortress. Now, you can have the peace of mind knowing that you are making your financial and insurance decisions in a coordinated, integrated, verifiable manner, with each step optimizing your dollars while elevating you to your desired level of financial freedom and security.

Get solid answers to these types of questions:

  • How to fund college for our kids without jeopardizing our chances for tuition assistance?
  • How to fund our retirement while also funding college for our kids?
  • How can we avoid paying for insurances that we might not need?
  • I wish I could have my insurance agents, attorney, accountant, banker, financial planner, and investment advisor all on the same page – who will do that for me?
  • Our parents need to move to assisted living but we’ve discovered they’ve not planned for these expenses.  How can we help them and also cover this base, if we need to, for our own sunset years?
  • We’re concerned that taxes will be rising – how can we minimize our vulnerability now and in the future?
  • We’re concerned that the times like these increase our chances of being sued – are there reasonable steps we can take to protect ourselves?
  • Everybody says to max out my 401(k) – is this really the best way to secure my retirement?
  • The government and financial institutions are after my money!  How can I win?
  • We’re tired of salesmen trying to convince us that we need their products.  Is there someone who can objectively coach us so we can make informed decisions that not only keep us on a track for protecting what we value, but also keep us on the most direct path for achieving our goals and dreams?

The service is free and will most likely lead to a rich, lifelong relationship! In fact, we will identify areas where you may need to engage the services from the appropriately licensed professional, e.g. an attorney for your estate plan, an accountant to verify tax benefits we identify, or securities licensee for certain investments.  We will happily refer you to the appropriate professionals should you be unsure whom to contact. 

By now, you have been thinking about what you were going to do for yourself and your family when it comes to financial advice. In today’s world, it is imperative that you make sure that you have financial information that you can trust. It’s simple, give us a call so we can personally go over the options that you have. You will be amazed at the Idaho Falls Wealth Optimization options with Wealth Safe of Idaho; it’s that easy.

Contact East Idaho Insurance