Meridian, ID 83642
Treasure Valley Financial Planning is a fiduciary financial planning and investment management
firm headquartered in Meridian, ID. Bringing thirty years of combined experience, JT
Belnap and Michael Fuhriman, CRPS saw an opportunity to serve the community they love by
providing a unique financial planning experience free of conflicts of interest. We provide
independent, objective, and unbiased advice. We love what we do, and it shows.
We focus on helping those climbing the mountain to retirement and those who've recently reached the summit. During this time, there are 15 critical financial decisions to be made. We help our clients navigate these complex issues so they can enjoy their life doing the things that matter most. We've developed the Peace & Prosperity Model to ensure all areas of your life feel secure.
Our clients need more than just investment management. They want a four-pillar approach that considers Retirement Planning, Investment Management, Estate & Tax Planning while considering underlying risks. They want a team that provides a truly comprehensive solution so they can pursue peaceful prosperity in retirement. We are sensitive to investment management costs and provide a fully transparent and easily understandable fee schedule.
Most importantly, we are great listeners. We partner with you only after fully understanding your situation and concerns. We look forward to the opportunity to partner together.
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