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Fresh Air Financial
"Breathe in the Difference"

440 N Capital Ave Suite 1
Idaho Falls, ID 83402

Phone:

208-390-3896

E-mail:

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Complimentary Financial Inventory!

Would you like to know where you are on the road to retirement? Come and meet with a Financial Professional for a 1 hour consultation. No pressure, no commitment, simply call, text or email us for an appointment.

Complimentary Social Security Review!

Ever wondered when you should start taking your Social Security? This is a very important decision, one that could cost you thousands of dollars if you get it wrong. Come sit down with us and get the information you need!

Welcome to Fresh Air Financial, here you'll find a wealth of information designed to help you increase your knowledge and plan your financial independence.

The opportunities and potential rewards are amazing when you take a proactive approach to personal finance. I  hope this Web site can help introduce tools that will help you gain a better understanding of solid concepts behind finance, insurance, investing, retirement, estate planning, and wealth preservation.

My process is the "O2 Equation".  I love the outdoors and I'm always ready for a breath of Fresh Air.  Hence the name of my company and the theme for my process. There is nothing better than preparing for a journey and then finding success in reaching the Summit.  There are four steps in the "O2 Equation" making a simple model to follow and duplicate which brings success in your financial plan.

Each step is part of the puzzle that makes the journey possible and ultimately a victory!  Let me be your guide to reach peaks you never thought possible.

Considering some important issues now could provide more options in the event of early retirement.

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Explains that landlord policies don't cover tenants' personal property.

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Explores how investment strategy changes once retirement begins.

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Closed-end funds are considered to carry higher risk but may provide a higher income stream than traditional mutual funds holding similar securities.

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Determine whether you should consider refinancing your mortgage.

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

How much do you need to save each year to meet your long-term financial goals?

This calculator can help you determine whether you should consider converting to a Roth IRA.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck