Investment Advising
Services
Contacts
Our Office
Idaho Falls, ID 83404
Have Any Questions?
(509) 481-8051
Mail Us
jarom@confidencefin.com
Investment Advising
At Confidence Financial, we focus on helping you invest for your future. Whether it’s help with a current or old employer sponsored retirement plan like a 401k, an individual retirement plan, or other investing goals, we can help! We participate in Dave Ramsey’s Smartvestor Pro program, and we focus on growth-oriented investment strategies as recommended by Dave. We focus on long-term growth (5 years or more), but we do have some options for shorter-term investing if needed. If you are focused on growing your wealth, reach out today!
Growth-oriented
We aim to improve the return on your investments
Investment Education
You should know what’s going on with your investments, and why you’re invested the way you are.
No account minimums
Start with $5 or $5 million.
Twice/year meetings
Answer any questions you have and make sure your investments are performing according to plan.
how we help
You work hard for your money; make it work hard for you.
What sets us apart?
- Growth-oriented – We aim to improve the return on your investments
- No account minimums – Start with $5 or $5 million.
- Twice/year meetings to answer any questions you have and make sure your investments are performing according to plan.
- Investment Education – You should know what’s going on with your investments, and why you’re invested the way you are.
Growth-oriented
No account minimums
Investment Education
Meetings
“I cannot give you the formula for success, but I can give you the formula for failure. It is: Try to please everybody.” david oswald
Overview of the process to get started
15-minute phone
- Schedule a 15-minute phone call by filling out the “Contact Us” form. The purpose of this call is for me to understand what you’re looking for in an advisor and get an overview of your financial goals
60-90 minute in-person or Zoom
- From there, we’ll schedule a 60-90 minute in-person or Zoom call to unpack your situation a little more and start to flesh out a roadmap for achieving your financial goals.
Regular check up
- We’ll meet as frequently as it takes for you to feel more confident and comfortable with your investing decisions