Financial Planning and Strategic Wealth Management Services in Boise, ID
Angel of Freedom Financial offers a full range of financial services designed to help you secure your future, protect your wealth, and grow your business. With a team of experienced advisors, we specialize in developing tailored financial strategies for high-income individuals and business owners. Our mission is simple: to help you achieve financial security and create the life you’ve envisioned. Whether you’re planning for retirement, protecting your assets, or strategizing business growth, we have the expertise to guide you every step of the way.
Protect Your Family’s Future
Life Insurance Plans
Life insurance is one of the most important financial decisions you can make. We provide personalized life insurance plans that ensure your family’s financial security. We offer a variety of options, from term life to whole life and universal life insurance, each tailored to meet your specific needs. We’ll help you:
- Secure your family’s financial future.
- Create tax-free wealth while alive, and for your loved ones.
- Plan for any unexpected events that might disrupt your family's life.
Prepare for Healthcare Costs
Long Term Care Protection
Healthcare costs can be unpredictable, especially as you age. Long-term care planning is designed to protect you from the financial burden of medical expenses that arise from chronic conditions or aging. We help you assess the right coverage for your future needs, reducing the risk of unexpected healthcare expenses that could erode your wealth. Long-term care plans provide:
- Coverage for in-home care, nursing homes, and assisted living.
- Financial protection for your savings and assets.
- Peace of mind knowing your healthcare costs are covered.
Secure Your Retirement Income
Annuities for Retirement
Retirement planning is a key focus for many high-income individuals. Our annuity solutions offer a stable source of income for your retirement, helping you maintain your lifestyle after you stop working. We offer a variety of annuities, ensuring you have the right strategy to meet your long-term goals. The benefits of our annuity plans include:
- Guaranteed lifetime income.
- Tax-deferred growth of your investments.
- Flexible options for estate planning.
Comprehensive Solutions
Wealth Management & Financial Planning
Your financial journey doesn’t stop at investing. We provide personalized wealth management services designed to help you grow and protect your assets. We create tailored strategies that focus on your financial objectives, from reducing your tax burden to increasing your investment portfolio.
Our financial planning services include:
- Investment management.
- Retirement planning.
- Capital gains tax strategies.
- Risk management for capital earnings.
Retirement Accounts
Roth & Traditional IRAs, 401(k) Advising
Retirement accounts, such as Roth and Traditional IRAs and 401(k) plans, are great tools for building your retirement savings. We offer comprehensive advising on these accounts to ensure you’re making the most of your retirement savings. We’ll help you navigate the complex tax laws, optimize your contributions, and plan for your future withdrawals. We provide expert guidance on:
- Choosing between Roth and Traditional IRAs.
- 401(k) rollover and investment strategies.
- Minimizing taxes on your retirement income.
Protect Your Legacy
Estate Planning, Living Trusts & Wills
Preserving your wealth for future generations requires careful estate planning. We have referral connections for a full range of estate planning services, including living trusts and wills, to ensure your assets are passed on according to your wishes. We help you minimize estate taxes, avoid probate, and protect your legacy for your heirs.We also specialize in:
- Creating trusts that align with your financial goals.
- Drafting wills that secure your family's future.
- Implementing tax-saving strategies for estate planning.
Protect Your Capital Earnings
Risk Management
Managing risk is critical to protecting your wealth. We offer comprehensive risk management services to safeguard your capital earnings. Whether that involves the use of life insurance, property and casualty insurance, a captive insurance company, or other related tools, the goal remains the same, protect your downside exposure in the most strategic and cost-effective way possible.
We’ll help you:
- Reduce exposure to market fluctuations.
- Protect your capital from unnecessary taxes.
- Implement insurance solutions to cover unforeseen risks.
Grow Your Business
Strategic Business Planning & Finance Advising
For business owners, financial planning goes beyond personal wealth management. We provide expert business planning and finance advising services that help you grow your business and protect your financial future. We offer strategies that focus on increasing revenue, improving leadership and culture, and managing business risks. We specialize in:
- Business loans and financing options.
- Infinite banking concepts (IBC) to become your own banker.
- Strategic planning to support long-term growth and success.
“Why would I want to work with Angel of Freedom Financial?”
Your Trusted Partner in Financial Success
At Angel of Freedom Financial, we understand that high-income individuals and business owners face complex financial challenges, from managing wealth to planning for retirement and protecting assets. Our clients often struggle with reducing tax burdens, securing their financial future, and growing their business. We solve these problems by offering tailored financial strategies that help you bring your vision to life, so you can focus on what matters most while we handle the details.
“Who are these financial services for?”
For high-net-worth individuals and business owners seeking strategic financial guidance
Our services are designed for high-net-worth individuals. If you’re looking to eliminate or reduce taxes on income, capital gains, or estates, or if you need guidance on growing your business, securing your retirement, or managing long-term care expenses, Angel of Freedom Financial is here to help. Does this sound familiar? If so, you’re the client we’re here for.
“What’s included in your financial consulting services?”
Our financial consulting services cover:
- Life insurance plans for family security.
- Retirement planning with Roth & Traditional IRAs, annuities, and 401(k) advising.
- Estate planning, living trusts, and wills.
- Wealth management and investment strategies.
- Business loans, infinite banking, and strategic planning.
- Risk management and long-term care insurance solutions.
“Why should I choose Angel of Freedom Financial?”
Our financial consulting services cover:
You should choose Angel of Freedom Financial because we offer personalized, expert solutions that go beyond just numbers. Our deep experience in wealth management, tax reduction, and business strategy allows us to provide actionable advice that fits your unique situation. We don’t just plan for your future—we actively work to bring your vision to life. Plus, our commitment to your success sets us apart from competitors who offer cookie-cutter solutions. We help you protect and grow your wealth with confidence.
At AOF Financial, we understand the unique challenges high-income individuals and business owners face. Our tailored financial strategies will help you secure your financial future, grow your wealth, and achieve the life you’ve envisioned. Contact us today to begin planning your financial success.
Ready to take control of your financial future?
Reach out to Angel of Freedom Financial today to discover how we can help you protect, grow, and secure your wealth for the years ahead.