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Now that you’ve retired, preserving your wealth and creating sustainable income to help maintain your lifestyle are probably your highest priorities. That’s why it’s important to remember that retirement planning doesn’t end when you exit the workforce. It’s a continual process that still needs attention throughout your retirement years.
We specialize in helping individuals continue to enjoy the comfortable retirements they deserve. We can help you with income projections, distribution planning, 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, click here.
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