Make Smarter Choices With Your Money

Financial Planning Services Boise

We help clients achieve financial security through strategies to maximize the growth and preservation of wealth. Our team is unconditionally committed to maintaining the highest standards of integrity and always put our clients’ interests first.

Types of Boise Financial Planning

Advice powered by relationships, not commissions. From a financial planner you can trust custom, Financial Planning Services Boise. Investment Coaching and plans, Real-Time Goal Tracking. Ongoing Management. How to stop working and retire, Debt Management, College Planning.

We consult with many customers who live and work in the greater Boise area, our office is centrally located in the Treasure Valley, offering a wide variety of money planning services.

Professional Money Management

  • Institutional Management
  • Asset Allocation Strategies
  • Risk Tolerance Review
  • Managed Risk
  • Transparency

Retirement Income Maximization

  • Build Your Own Pension
  • Income Annuities
  • Pension Review

Retirement Income

  • Cash Flow Analysis
  • Future Pension Strategies
  • Retirement Budget
  • Risk Exposure

Life Insurance Planning

  • Term, UL and IUL Insurance
  • LTC Insurance Options
  • Medicare Supplmental Insurance (Medicare Insurance Referral)

Social Security Planning

  • Personalized Social Security Analysis
  • Maximization Strategies
  • Education

Debtor-Creditor Law Strategies

  • Estate Planning Strategies*
  • Wills, Trusts & Living Wills*
  • Durable Power of Attorney*
  • Health Care Directives*

* These services should only be offered by a qualified attorney

Tax Strategies

  • Proactive Tax Planning
  • Roth Conversions
  • Tax Coordination (CPA Referral)
Income Planning

Income Planning Services

Most of us spend our working years saving and accumulating retirement assets or climbing the peak to retirement. But not everyone has a plan to safely get down the other side. At Mayes Financial serving Boise & Nampa, we firmly believe comprehensive income planning is the cornerstone to successful golden years. We can help identify your guaranteed income while also helping you fully understand your liabilities. Your income plan is a map to financial independence and we provide comprehensive advice to keep you on track to meet your goals.

Investment Management

Investment Management Assistance

Do you know if you are taking on too much risk or not enough risk to reach your retirement goals? Through our thorough financial planning process, we will analyze your portfolio's risk level and provide investment guidance to ensure your investment strategy is aligned with your long-term goals. At Mayes Financial, we help our customers build a customized portfolio that is focused on achieving long-term financial goals instead of simply chasing the market. We believe in not just making money, but helping you hold onto it too.

Risk Management

Risk Management Services

There are 3 major risks and unknowns those planning for retirement face: the rising cost of health care, inflation & longevity. At Mayes Financial, we provide asset protection strategies and guide you through the options available for managing risk. From self-funding your future health-care costs to utilizing long-term care insurance services, there are many ways to ensure you do not outlive your envisioned lifestyle and plan for your retirement.

Asset protection

Asset Protection Services

As you move into the later life stages, your estate plan will offer you peace of mind that your assets will care for your loved ones for years to come. Mayes Financial offers thorough estate plan advice to address even the most complex planning needs. We work to protect and grow clients' assets and prepare to pass them on down to your heirs and charities.

Tax Strategies

Tax Strategy Services

Mayes Financial will help you understand how different investments are taxed so you can make the right investment decisions. We will work closely with your current tax advisor or CPA to ensure your Retirement Plan is aligned to minimize taxes. We believe that proper tax planning is based on being proactive rather than reactive, plus our financial services will help you understand the value of year round tax planning, instead of waiting to the last minute.