At GVCA of Idaho Falls, we serve business owners, professionals busy building their careers and retirement accounts, women, couples, families, pre-retirees and retirees in various states across the nation. Our team is focused on the end game. Our mission is multifold, we seek to help you achieve your goals, attain financial security, gain control over your financial life, make your money grow and last, and get smart about taxes. But we don’t stop there. We also help you plan for the next generation with estate planning strategies and dignity-driven planning to protect you when life throws you a curveball.
GVCA Idaho Falls: Meet the Team
At Global View Capital Advisors of Idaho Falls, we keep things simple. We believe that being a good advisor means building a long-lasting relationship with you – the client. We want to be there with you through life’s journey as you make the financial decisions that help you achieve your dreams and goals. We conduct a thorough review of your current financial situation and recommend practical steps for your insurance and investment needs. But, before we say anything, we listen carefully to what is important to you. Our firm is structured to support and our advisors are guided by the fiduciary principle – placing you and your best interests first and foremost at all times. We help you design, grow, and protect your personal economy.
We listen. We advise. We care.
Offensive Strategy for Growth + Defensive Strategy for Protection
Are you wondering when you’ll have enough money to be able to retire? Are you still working and saving, but don’t understand your company benefits or if they are enough to protect and provide for your family? Have there been changes in your financial situation or in the economy at large? As a business or professional practice owner or rancher, are you taking advantage of all the tax breaks, retirement savings opportunities, and succession planning tools available to you? Are you a woman worried about taking care of your children and/or parents, wondering how you will pay for college and/or retirement?
Take the PRO Edge Challenge!
If you’ve been told you need to have millions saved before you can retire, you’ll want to take the PRO Edge Wealth Challenge. If your retirement income is banking on a cookie-cutter 60/40 pie chart of stocks and bonds, we’ll show you just how far $500,000 in your portfolio may go in retirement—it may be a lot farther than you think. Best of all, it’s free to get your proposal.
Yes, I’d like to see how far my $500,000 nest egg will go!
Who We Serve
At GVCA of Idaho Falls, we serve business owners; professionals, executives and employees busy building their careers and retirement accounts; women both married and single; couples and families; and pre-retirees and retirees primarily in the Western states of Idaho, Utah, and Montana, but also in other states across the nation. You are not like anyone else. First, we listen carefully to what is important to you. Our advisors are guided by the fiduciary principle of doing only what is in the best interest of each client. We help you design, grow, and protect your own personal economy, based on your unique and personal goals.
Land as Your Legacy
For farmers, ranchers and agribusiness owners
We work with your team—or we bring a team to you—comprised of financial, legal/estate and tax professionals to help you plan a tax-advantaged, promising future for your family farm, ranch or agribusiness. At no cost to you, we will develop a transition and succession plan focused on helping you protect the future for your business and your family. We focus on your short- and long-term desires, your family members, your business’ potential, and your tax mitigation opportunities, and then put together a SUCCESSion plan focused on your individualized legacy goals.
Our Services at GVCA of Idaho Falls
Our list of services gives you only a broad overview of our scope, because at Global View Capital Advisors of Idaho Falls, all of our plans and recommendations are completely customized to you. We conduct a thorough review of your current financial situation and make practical recommendations based on your goals now and in the future. We want to be there with you through life’s journey as you make the financial decisions that help you achieve your dreams and goals. We are guided by the fiduciary principle of doing only what’s in the best interest of each client. We invite you to contact us to learn more.
Our investment philosophy is not your traditional “buy, hold and hope.” Our tactical managers seek to deliver investors a defensive approach that protects investors from market downturns while providing offensive strategies for the growth of your portfolio. You can’t control the market, but you can hire a tactical manager. What are you doing to protect your assets?
Learn More About Tactical Investing
Retirement is a critical stage of life that comes with many risks. Because you will no longer have a paycheck coming in, it’s critical that you manage your accumulated nest egg wisely so that you don’t run out of money. Additionally, addressing taxes before you retire is another emphasis, since funds held in traditional 401(k) and similar accounts must be withdrawn and are subject to ordinary income tax.
Learn About Retirement Planning
We always consider the “end game.” We’ll help you put strategies in place to transfer tax-advantaged wealth through the generations to your heirs and loved ones. Alongside your estate attorney, we’ll help you develop and execute all the documentation needed, including wills, trusts, healthcare directives, insurance, etc., helping save your family stress and potentially bypass probate court.
Learn About Succession Planning
You’ve worked hard to build your own company, so don’t leave your exit plan to chance. Let us help you with any number of possibilities to help ensure business continuity, from key person life insurance, a buy-sell agreement with partners, or other business succession strategies to help ensure an easy transition in any eventuality, including financial means for you if you choose to sell and retire.
(208) 528-0846
Working in conjunction with your CPA or accounting professional, we will consider the tax implications of your investments, and will seek to utilize and allocate the right types in your portfolio, whether they be tax-deferred, tax-exempt, taxable, subject to capital gains or otherwise. Additionally, we will help you begin mitigating taxation in retirement well before you plan to retire.
(208) 528-0846
New insurance policies deliver multiple tax-advantaged benefits while protecting policy owners from multiple risks. Don’t let an adverse life or health event destroy your net worth, drastically reduce your family’s finances, or devastate your business. New permanent policies can even provide growth, retirement income guaranteed by insurance companies, or cover long-term care expenses. Let’s talk.
(208) 528-0846
Even the best employee benefits package may not be enough to protect your family. Don’t get caught without enough resources to protect yourself in the event of a career change or unexpected life event—we can help you understand, select, and fill in any gaps in your benefits. We also work with business owners to expand the benefits they offer to employees.
(208) 528-0846
Women have special needs when it comes to financial planning because they are often sandwiched between taking care of children and parents. As a result, they may have to leave the workforce, exacerbating their already-lower salaries and savings. They typically live longer than men, squeezing them even further. We are here to help you maximize your finances and your retirement. Let’s talk.
(208) 528-0846I am Ready to Take the Challenge!
Is your confidence in your current advisor strong enough to handle a second opinion, even if that advisor is you handling your own finances? We’re willing to block out 20 minutes to listen, share ideas, and see if we’re a good fit to work closely together to design, grow, and protect your wealth through the generations. Call us at (208) 528-0846 or send us a message here.
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Address:
765 South Woodruff Ave, Ste 2
Idaho Falls, ID 83401
Contact Information:
Phone: (208) 528-0846
proedgewealth@gvcaponline.com
We are proud to have been named a top financial asset management services company in 2022-2024 by Financial Services Review. Read full disclosure here. Learn more here.
Global View Capital Management (GVCM) is an affiliate of Global View Capital Advisors (GVCA). GVCM is a SEC Registered Investment Advisory firm headquartered at N14W23833 Stone Ridge Drive, Suite 350, Waukesha, WI 53188-1126. 262.650.1030. Registration as an Investment Advisor does not imply a certain level of skill or training. Steven Sorensen is an Investment Adviser Representative (“Adviser”) with GVCM.
Global View Capital Insurance Services (GVCI) is an affiliate of Global View Capital Advisors (GVCA). GVCI services offered through Experior Financial Group, ASH Brokerage, and/or PKS Financial. GVCI is headquartered at N14W23833 Stone Ridge Drive, Suite 350, Waukesha, WI 53188-1126. 262-650-1030. Steven Sorensen is an Insurance Agent of GVCI.
The content on this site is developed from sources believed to be providing accurate information. It has been designed for informational purposes only and neither constitutes an offer to buy or sell nor a solicitation of an offer to buy or sell any security which may be referenced on this website. GVCM does not intend to provide investment advice through this site and does not represent that the securities or services discussed are suitable to any investor. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Investing involves risk and possible loss of principal capital. Past performance is no guarantee of future returns. No advice may be given by Global View Capital Management or Global View Capital Advisors unless an investment advisory agreement is in place.
Additional information can be found at: www.adviserinfo.sec.gov.
