Josh Richards
State(s) Licensed: AZ, CA Insurance Lic. #4147430, CO, DC, GA, IA, ID, IL, IN, ME, MN, MO, MT, NC, NM, OR, PA, TX, WA, WI
913 W River St Suite 400
Boise, ID 83702
State(s) Licensed: AZ, CA Insurance Lic. #4147430, CO, DC, GA, IA, ID, IL, IN, ME, MN, MO, MT, NC, NM, OR, PA, TX, WA, WI
What is preventing you from reaching your goals?
Whether you are just starting out, or are in need of complex financial planning, my goal is to work with people and businesses in order to organize current and future assets and protect against liabilities that can inhibit success. To partner with you in reaching your goals, some things we can discuss involve:
- Developing good or maintain financial habits
- Creating debt payoff or utilization strategies
- Becoming your own bank to leverage current assets
- Protecting your family, business, and assets
- Structuring current assets to work for you
- Finding tax efficient ways to manage your money
- Legacy planning with important people or charities in mind
The Financial Planning process can be exciting and creative. Let's get started!
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Location
Boise Office
- Phone:
- 208-392-3120