Individual Service

Personal Financial Planning and Management Services

Understanding your unique lifestyle, current plans, and future desires are the first steps to creating the financial plan best for you. With so many financial pieces to consider and so many life changes, it can be overwhelming. Peggy Farnworth CPA, CFP asks the right questions and really listens to put you on the road to a more certain future. As Financial Planners in Boise ID, Peggy offers confidential analysis, planning and management in the following areas:

  • Retirement Counseling: How much is enough? Are you maximizing your benefits? Maintaining flexibility?
  • Investment Analysis: Does your portfolio match your risk profile? Is it balanced? Are there any underperforming investments?
  • Cash-Flow Management: Do you have a spending plan? What are your goals for college or retirement? Are you concerned about out-living your money?
  • Financial Planning: What is the big picture? How can you blend your life goals?W
  • Insurance Review: What are your employer benefits? What happens when you can’t work?
  • Divorce Settlement Planning: How can a difficult transition have win-win solutions?
  • Long Term Care: How can you protect your assets form being consumed by assisted living costs? What are your options?
  • Estate Planning: How can I minimize estate tax issues? How can I ensure all my assets will be distributing according to my wishes?

Financial Products, Services and Portfolio

After creating a plan and setting financial goals, how can you choose the best financial service offering to get there? As Financial Planners in Boise ID, Peggy Farnworth CPA, CFP can help narrow options based upon your Financial-Planners-Boise-ID-2needs, evaluate feasibility reports and study risk-to-benefit options, so together the best investment strategy is formed. Peggy offers account set-up and management for:

  • Mutual Funds*
  • Money Market Funds*
  • Stocks and Bonds*
  • Annuities*
  • Managed Accounts*
  • Life Insurance
  • Long Term Care Insurance

*Securities and advisory services through KMS Financial Services, Inc.

Philosophy & Mission

Every person has unique dreams, goals and desires for the future. As trusted financial planners in Boise, ID, our goal is to know and 3rd Image Individual  Service Not G+understand our clients as a whole person to better serve their financial plan to secure the future and still enjoy today.

Choosing Peggy Farnworth, CPA, CFP means:

  • Friendly, personalized service to ensure your plan is right for you.
  • High integrity and creative thinking to maximize your assets and minimize risk.
  • Sound financial planning, advice and guidance to build towards the future.
  • Easy-to-understand financial counseling to empower each client in the decision-making process.
  • Commitment to ongoing professional development to keep up with changing tax laws and products availability.
  • Our trusted Financial Planners in Boise ID, are easily reachable for questions and concerns.

“Securities and advisory services offered, in states where licensed, exclusively through representatives of KMS Financial Services, Inc., Member FINRA<http://www.finra.org SIPC<http://www.sipc.com and an SEC<http://www.sec.gov Registered Investment Advisor.”