National Retirement Planning Experts

National Coverage
Local Professionals

seller-profile

JT Belnap

Treasure Valley Financial Planning

3080 E. Gentry Way #205

Meridian, ID 83642
(208) 8139500

Helping you retire confidently in the Treasure Valley.

About Treasure Valley Financial Planning

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.

General Information

No.of Employees

5-9

CRD#

5598602

Firm CRD#

170602

Name of Custodial Firm

TD Ameritrade

States Licensed in

All

Years of Experience in Financial Services

30

Number of Years with Current Firm

2

I work with the following types of clients

Pre-retirees & Retirees

Services

Investment Types

Bonds, Stocks, Mutual Funds, Exchange Traded Funds (ETFs), Annuities, Insurance

I can meet clients in the following ways

Via email, Via phone, At my office, Video Conference

Compliance

Registered Investment Advisor

Yes

Registered Representative

No

Investment Advisor Representative

Yes

I am an acknowledged fiduciary

Yes

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Securities Licenses

Series 7, Series 6, Series 63, Series 65

Insurance and Annuity Licenses

Health, Life

Firm Information

Firm's Number of Clients

125

Assets Managed by Firm

$60,000,000

Advisor's Number of Clients

125

Assets Managed by Advisor

$60,000,000

Compensation and Fees

Fee Structure

Fee Only

Minimum Portfolio Size for New Managed Accounts

$250,000

Compensation Methods

Based on Assets