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Idaho Financial Group http://www.idahofinancialgroup.com/Matt Shannahan ChFCFinancial Advisor |
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Business Description
Our Values
We implement a values-based approach to support our mission of helping you align your financial choices with your core values. Implementation toward your goals helps foster the inspiration and resolve to achieve them. We hold honesty and integrity to the highest level of importance.
Our Vision
In the next ten years Idaho Financial Group will be the “go to” firm for affluent individuals and successful business owners. Our reputation as experts in wealth accumulation and transfer will allow us to have a selective client base. This will enable us to continue to exceed everyone’s expectations for service and personal attention.
Wealth Management Approach
- Experience matters — My team is highly experienced to develop strategies, and recommend personalized solutions designed to help you accumulate, protect and transfer your wealth. The approach is flexible and accommodates your unique situation.
- Complimentary Consultation — to identify your needs and objectives and decide if we can be a help you. We begin by asking questions to understand more about your financial objectives.
- Developing strategies — Next we analyze and evaluate the financial and personal information you provide so we can match your objectives with sound strategies.
- Implementing solutions — Using these strategies, we develop customized solutions tailored to your goals and objectives. Implementing service level agreement to provide ongoing superior client service.
As President and founder of the Idaho Financial Group, Inc., I have been a professional in the financial services industry for more than 20 years. I hold a Bachelor of Science degree in finance and have earned the Chartered Financial Consultant professional designation from the American College.
As part of our wealth management approach we provide advisor services in:
- Financial and Investment Planning
- Risk Management
- Estate Transfer and Preservation
- Business planning
I am licensed in the following: securities, life, health, disability, property and casualty
General Information
Personal
I was born and raised in Caldwell Idaho. For the last 25 years, since graduating from the University of Idaho, I have lived here in the Boise Valley. My wife Shelly and I have five children and three dogs, all of whom we are raising right here in Eagle, Idaho. In the past I have volunteered and worked with the United Way, Red Cross and coaching for the Treasure Valley Youth Lacrosse League. I am a typical Idahoan who lovesthe outdoors.
Matt Shannahan, Registered Representative, Securities Offered Through: American Independent Securities Group, LLC. Member FINRA/SIPC
1036 E. Iron Eagle Drive, Suite 120, (866) 485-4635
Idaho Financial Group is not affiliated with American Independent Securities Group, LLC.
>> Click here to contact Matt Shannahan ChFC