Nearing retirement

You’ve worked hard and saved diligently to create a retirement NESTEGG, and now you’re planning for retirement. Preserving your wealth, creating sustainable income throughout retirement and paying for healthcare are probably your highest priorities.

We’re here to help you. We will assess and serve your wealth management needs, such as income projections, distribution planning and estate and legacy planning, as well as other essential needs such as life insurance and long-term care insurance. We start by calculating your NESTEGG score in order to evaluate where you are today and to assess what planning is necessary to help reach your financial goals.

To learn more about your NESTEGG score, .

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Wood Tarver Financial is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Wood Tarver Financial and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Wood Tarver Financial unless a client service agreement is in place.

1101 W. River Street // Suite 170 // Boise, ID 83702 // P: 208.343.2001