Make Smarter Choices With Your Money
A common misconception about asset protection and estate planning is that it’s only for the very wealthy. Often times, people hear the word “estate” and think of something grand and opulent when, in fact, it’s simply a fancy term for assets.
Everything you own has value and when creditor claims arrive, you need to protect your business or property. Your assets may include real estate, bank accounts, investments, life insurance, personal property, patents, etc. No matter what the amount of your valuables, it’s important to have an asset protection plan of some type in place to detail how your money should be distributed after your passing.
As an investment adviser representative we can assist you with financial planning relative to your legacy; however, if you need a Living Trust, a Last Will and Testament, a Living Will, a Durable Power of Attorney, or a more complex estate plan, you will need to hire a qualified estate planning attorney and/or CPA.
Make the right money decisions to keep your savings and protect your wealth. Secure your financial future from lawsuits, litigation, and more. We have helped many Boise families with asset protection with the following occupations:
Mayes Financial provides comprehensive financial planning and asset protection in Nampa, Idaho.
We develop customized retirement roadmaps for clients. Helping you achieve financial security through strategies that seek to maximize the growth and preservation of wealth is our mission.
Mayes Financial in Nampa combine expertise with careful and thorough planning. We are unconditionally committed to maintaining the highest standards of integrity and always putting our clients' interests first. Offering financial planning services to your friends and neighbors of Meridian, Eagle, or Boise.
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While tax and legal and estate issues may be discussed in the general course of financial and investment planning Mayes Financial does not provide tax or legal advice. Please consult with your tax or legal professional prior to making decisions relative to these issues. Investment advisory and financial planning services offered through Advisory Alpha, LLC, a Registered Investment Advisor, Insurance, Consulting and Education services offered through Mayes Financial. Mayes Financial is a separate and unaffiliated entity from Advisory Alpha. Access the Firm ADV and Form CRS