Financial Planners Meridian ID

This page provides relevant content and local businesses that can help with your search for information on Financial Planners. You will find informative articles about Financial Planners, including "Be A Savvy Financial Consumer". Below you will also find local businesses that may provide the products or services you are looking for. Please scroll down to find the local resources in Meridian, ID that can help answer your questions about Financial Planners.

Katherine Stearns
Arc Advisers, LLC
(208) 350-6557
P.O. Box 488
Boise, ID
Expertises
Socially Responsible Investments, Middle Income Client Needs, Planning Issues for Unmarried & Same-Sex Couples, Women's Financial Planning Issues, Ongoing Investment Management, Helping Clients Identify & Achieve Goals
Certifications
NAPFA Registered Financial Advisor, AIF, CFP®

Debbra Dillon
Dillon Financial Planning
(208) 336-7503
1159 E Iron Eagle Drive, Ste. 170-C
Eagle, ID
Expertises
Middle Income Client Needs, Helping Clients Identify & Achieve Goals, Retirement Planning & Distribution Rules, Newlyweds & Novice Investors
Certifications
NAPFA Registered Financial Advisor, CFP®

Eric Rabbanian
Rabbanian Financial Planning, Inc.
(208) 495-3249
1818 E Spring Meadow Lane
Boise, ID
Expertises
Helping Clients Identify & Achieve Goals, Ongoing Investment Management, Cash Flow/Budgets/Credit Issues, Planning Issues for Business Owners, Socially Responsible Investments, Divorce Planning
Certifications
NAPFA Registered Financial Advisor, CFP®, JD, MBA

Mr. Robert A. Hiestand, CFP®
(208) 888-5508
1394 S Wampum Way
Meridian, ID
Areas of Specialization
Accounting, Asset Allocation, Banking, Budget Development, Charitable Giving, Comprehensive Financial Planning, Debt Management
Key Considerations
Average Net Worth: Not Applicable

Average Income: Not Applicable

Profession: Not Applicable

Data Provided By:
Mr. T. Mark Roby Jr., CFP®
(208) 229-7629
5865 W Hidden Springs Dr
Boise, ID
Firm
Roby Financial

Data Provided By:
Michael Ling
Berkeley Inc.
(208) 853-6980
3778 Plantation River Drive, Suite 102
Boise, ID
Expertises
Ongoing Investment Management, Helping Clients Identify & Achieve Goals, Planning Concerns for Corporate Executives, College/Education Planning
Certifications
NAPFA Registered Financial Advisor, CFP®

Carey McNeal
Buffington Mohr McNeal
(208) 338-5551
802 West Bannock Street, Suite 100
Boise, ID
Expertises
Helping Clients Identify & Achieve Goals, Retirement Planning & Distribution Rules, High Net Worth Client Needs, Estate & Generational Planning Issues, Planning Concerns for Corporate Executives, Advising Medical Professionals
Certifications
NAPFA Registered Financial Advisor

Allen Gamel, CFP®
(208) 884-5175
1710 S Wells Ave
Meridian, ID
Firm
Edward Jones Investments
Areas of Specialization
Asset Allocation, Business Succession Planning, Comprehensive Financial Planning, Education Planning, Employee and Employer Plan Benefits, Estate Planning, General Financial Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Average Income: $100,001 - $250,000



Data Provided By:
Katherine E. Stearns, CFP®
(208) 350-6557
PO Box 488
Boise, ID
Firm
First Affirmative Financial Network
Areas of Specialization
Asset Allocation, Divorce Issues, Education Planning, General Financial Planning, Investment Management, LGBT Individuals and Couples, Life Transitions
Key Considerations
Average Net Worth: $250,001 - $500,000

Average Income: $50,001 - $100,000

Profession: Not Applicable

Data Provided By:
Ms. Chyrle L. Pinkerton, CFP®
(208) 853-7770
7661 W Riverside Dr Ste 104
Boise, ID
Firm
The H Group
Areas of Specialization
Comprehensive Financial Planning, General Financial Planning, Investment Management, Retirement Income Management, Women's Finances
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Average Income: $50,001 - $100,000

Profession: Not Applicable

Data Provided By:
Data Provided By:

Be A Savvy Financial Consumer

by Cesar Garcia on June 11, 2010

in La Buena Vida

The answer lies in the old saying that goes, “It’s not who you know, it’s what you know.” Yes, I changed the words around. The What in front of the Who. Say what?

Men Shaking Hands For many generations, the business world, which includes Wall Street, has been networking its corporate elite and others in order to drive sales and build a successful business. Networking is synonymous with a successful business. All the businessmen and businesswomen at the corporate level, including business and investment bankers achieve success through networking. Of course, in order to close a deal, they need to have the knowledge, expertise and the right information to complete that business transaction and call it a slam dunk of a deal. Financially Savvy Couple

Put yourself in the shoes of that businessman, businesswoman or banker. Now, call yourself a savvy financial consumer instead. Or, would you rather just call yourself a financial consumer? You decide. What’s the difference? A savvy financial consumer runs the show just like the knowledgeable businessman. Ever here of the saying, “ Oh, he’s a smart businessman.” Being a savvy consumer is about using money wisely, being informed and ultimately making a well-informed financial decision. In this tough economy, most of us are trying to squeeze as much value as possible out of every dollar and no one can afford to loose money. The savvy financial consumer creates a budget and best prepares himself or herself with knowledge and educational resources to tackle life’s financial objective.

Ok, so we figured out that to be a savvy financial consumer, one needs to be budget conscious and informed in order to make an educated decision. If you are still in that businessperson’s shoes, you are probably asking yourself what this all means or where does networking fit?

Girl With Calculator Let’s first talk about the economy. When you look at the state of many of the economies around the world, it’s a mystery why financial education is not required in schools. Yes, it’s not required. It is easy to blame banks, business or governments for our current economic condition but the fact is that the education of individuals is what needs to be addressed. Some argue that a better way to teach children about money is in the home, which may have its qualities but may create something of a cyclone out of control: when parents are themselves, financially challenged. What’s the government’s role in teaching financial education? From my experience in researching financial education and the resources that can help individuals and families better prepare themselves to make that slam dunk of a deal, the government and some private businesses are going to bat for you.

Throughout my financial quest in search of answers to everyday personal finance questions, I came to realize that there is way too much information out there! Information overload! The World Wide Web is amassed with hundreds of sites devoted to help...

Click here to read the rest of this article from Casa Latina