Retire Sensibly LLC
I serve clients near Boise, Meridian, Nampa, Caldwell, and throughout Idaho.
My key values include:
-A dedication to fulfilling my fiduciary duty by providing advice that is in the best interests of my clients
-Operating as a small business without the stress of forcing clients to deal with call centers and the other downsides of working with large firms
-Providing a comprehensive point of view that considers the combined impact of taxes, investment decisions, and other factors when helping clients reach their goals
My ideal clients include busy professionals who are nearing retirement and retirees who have moved to Idaho from another state. The first step for prospective new clients is to fill out the initial consultation request on my website and I will reach out to schedule a 15-minute introductory phone call.
(208) 795-3446 (call or text)