Over 10 years we help companies reach their financial and branding goals. Maxbizz is a values-driven consulting agency dedicated.

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+1-800-456-478-23

411 University St, Seattle

maxbizz@mail.com

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Kid’s Saving

Kid’s Saving

Help your children avoid financial pitfalls

Do you wish that you had been more financially prepared for adulthood?

Why not set up your children for that situation! It’s never too soon to start preparing for your kids’ future, and at Confidence Financial, we can guide you through your options for helping your kids get off on the right foot, and help you pick the right one for your family. We can help you with tax-free education savings accounts, and if you’re looking for more flexibility in how they are able to spend that money, we can walk you through the other custodial options as well.

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marketing analysis
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business innovation
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finance strategy

Estate Planning

We start with an introductory appointment to evaluate your situation

 
And discuss the different estate planning options you have, after which we will schedule an appointment to walk through your estate plan.

Once your plan is completed, it will need to be notarized to be effective. And it’s always a good idea to review your estate plan annually and keep it up to date.

This system is not right for everyone. For those who are looking for more sophistication in their estate plan, we can refer you to fantastic, local attorneys who can help you with your situation.

In addition, if you are looking for a professional trustee to manage your estate, we do offer fiduciary services. This is a great option if you’re looking for a trustee with a strong background in financial management and growth. Please reach out for more information.

*None of this should be taken as legal advice. Confidence Financial is not authorized to give legal advice, but will be able to explain estate-planning options that may be suitable for your situation. If you are looking for specific legal advice, please reach out to an attorney.

“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
Business Planning & Strategy

Nurture promoters, your loyal customers who are more profitable and will advocate for your business—both in good times and bad.

Customer-focused businesses build a virtuous cycle we call the “customer wheel.” We help you at every stage of growth, developing custom solutions and collaborating with all levels of your organization. Identify quick, targeted customized solutions and operational improvements.

Services
Contacts
Our Office

Idaho Falls, ID 83404

Have Any Questions?

(509) 481-8051

Mail Us

jarom@confidencefin.com

Complimentary Consultation

    Complimentary Consultation

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