Left to right: Daryl Geffken, Vice President, Financial Advisor; Kate Absec, FPQP™, Senior Registered Associate; Bradley E. Dugdale, Senior Vice President, Financial Advisor, Portfolio Manager, Stephanie Brunner, Client Associate; Darin Hayes, CPFA, CWS®, Senior Vice President, Financial Advisor, Portfolio Manager
| NEW TO IDAHO? Put the Idaho Advantage to work for you |
WHAT IS THE IDAHO ADVANTAGE?
- Unmatched quality of life with abundant recreational opportunities
- Reasonable cost of living and favorable tax environment
- An experienced team of financial professionals to guide you through every stage of life with tailored investment strategies and coordinated estate planning
DISCOVERY > DESIGN > DEPLOY
Our team has developed and refined a financial planning and investment process to provide a level of comfort and confidence that you will be able to meet your financial goals.
We serve as your "financial guide" through this process which involves DISCOVERY of goals and objectives, DESIGN of a personalized financial plan and DEPLOYMENT of investment strategies and wealth management services.
This repeatable process is all part of the Idaho Advantage and working with the Dugdale | Hayes Investment Group.
| OUR PROCESS |
JUST MOVED TO IDAHO? It is no surprise that Idaho has become one of the most popular states to call home. As a new resident, you should review certain aspects of your financial life with your advisor.
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