Wood Tarver Financial

Wood Tarver Financial We assist women (and men) to make work optional. Is your NESTEGG ready for retirement? Most of our clients are focused on generating retirement income.

As a “second career” financial advisor and cancer survivor, we tend to do things a little differently. We don’t win golf tournaments, disdain fancy charts and don’t use intimidating investment terms. We like to keep things simple, tend to listen more than we talk, emphasize communication and provide honest answers. We think it is important to plan for your financial needs, invest conservatively an

d be mindful of investment fees. Our typical clients are retired/about to retire baby boomers and many are women. We work hard to plan for future/current retirement income needs, while minimizing taxes. We emphasize conservative investing to make sure you sleep well, regardless of market behavior. We make investment recommendations based on your unique needs, while emphasizing:
• Regular communication
• Financial planning
• Clear explanation of fees
• Reducing taxes

We have provided financial consulting for many years here in the treasure valley. Previously, I was a business owner for 7 years, and a Finance/Engineer Executive at Boeing, Oracle and Hewlett Packard. I am a sixth generation Idahonian with a Bachelor’s in Engineering from the University of Idaho, and am an Accredited Asset Management Specialist. Because we have been so fortunate, we believe in giving back, and are active with the Boise YMCA, City Light/Women’s Shelter and Race for the Cure. Cathy, our children and I enjoy skiing, tennis and riding the greenbelt.

Address

1101 W River Street, Ste 170
Boise, ID
83702

Opening Hours

Monday 8am - 7pm
Tuesday 8am - 7pm
Wednesday 8am - 7pm
Thursday 8am - 7pm
Friday 8am - 7pm
Saturday 8am - 2pm

Telephone

+12083432001

Website

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How is your NESTEGG?

We specialize in helping women (and men) prepare for retirement. In addition to the income aspects of retirement, we also plan for family, taxes, estate/will, charity and health. And lastly our PURPOSE PLANNING ensures you have a meaningful retirement.