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Taking a Planning-First Approach

For Individuals & Families 

Designing Comprehensive
Wealth Solutions for You & Your Life

We’re With You at Every Stage To Cultivate & Protect Your Nest Egg


Accumulation Boise, ID | Wood Tarver Financial


Accumulation

Pre-Retirement Boise, ID | Wood Tarver Financial


Pre-Retirement

Distribution Boise, ID | Wood Tarver Financial


Distribution

Wealth Transfer Boise, ID | Wood Tarver Financial


Wealth Transfer

Our Purpose Planning Process Includes the Following Discovery Stages


1.

Regardless of what chapter of life you're in or what specific service you need, we’ll start by taking a holistic look at your financial life.


2.

We continue by getting to know your goals, your family’s needs and your legacy vision. These are all aspects of what true wealth management — and nest egg maintenance — means to us.

3.

The next crucial part of creating a portfolio personalized to you is understanding your desired risk level. It’s not just about how near or far from retirement you are — it’s about optimizing the probability of your success and reward.

UNCOVER YOUR RISK NUMBER

Customized Investment Strategies

to Align Every Piece of Your Nest Egg with Your Aspirations


Retirement Planning Boise, ID | Wood Tarver Financial


Retirement Planning

Proactive support to maintain your desired lifestyle throughout retirement

Financial Planning Boise, ID | Wood Tarver Financial


Financial Planning

Creation of a customized financial plan to integrate all pieces of your financial life

Insurance Planning Boise, ID | Wood Tarver Financial


Insurance Planning

A thorough analysis of your needs to develop a strategy that will protect you & your loved ones

Tax Services Boise, ID | Wood Tarver Financial


Tax Services 

Advisement and collaboration with your CPA to minimize tax exposure

Estate Planning Boise, ID | Wood Tarver Financial


Estate Planning

Plan development and communication with your estate attorney to protect & distribute your wealth

Wealth Management Boise, ID | Wood Tarver Financial


Wealth Management

Customized investment portfolio tailored to your needs and wealth picture


Explore Our Transparent Costs

Learn more about our costs to find
out if we're a good fit. 

Our Costs

Our Costs

Wood Tarver Financial’s relationship minimum for new introductions is $350,000. Maintaining a minimum ensures that we can provide our current and future clients with the highest level of service and attention.


Costs are prorated by asset level


Asset Range

Cost

$350,000 - $800,000

1%

$800,001 - $1,150,000

0.90%

$1,150,001 - $2,000,000

0.85%

$2,000,001 - $10,000,000

0.80%

Above $10,000,000

Negotiable

Do Our Services Meet Your Needs?

Let’s Talk

Schedule a Meeting