Personalized Wealth Planning For Married Couples & Pre-Retirees
Investments | Life Insurance | Annuities | 401(k) Rollover
*Accepting new clients virtually nationwide
Are These Questions On Your Mind?
"How do I know I'm invested properly and making the most with my savings, or even if I'm saving enough?"
"How can I limit my tax liability in my retirement years?"
"How do I shield all or a portion of my hard earned assets from the next stock market crash?"
"How can I assure my family will be taken care of if anything happens to me prematurely?
"What strategies can I implement to best set up my children for their future?"
"How can I be sure I won't run out of money in retirement and keep up with inflation?"
We Know How To Help
Since 2012, we've been dedicated to helping families who are poised for advancement in their wealth building journey.
We understand that you’ve moved beyond the basics of the Dave Ramsey budgeting and debt management phase and you're now ready for a more sophisticated, personalized approach to investing, retirement, and comprehensive wealth planning.
You’re not just looking for a financial advisor—you want a trusted partner and "coach" to guide you every step of the way.
You may have explored other advisors, dabbled in DIY investing or even sought out various strategies online.
Yet, you know the value of having someone in your corner—a go-to expert to answer questions and provide clarity when you need it most.
That’s where we come in.
All of our consultations are complimentary, and we offer customized wealth plans for you and your spouse at no cost. In our first meeting, we'll provide complete transparency about how we're compensated—ensuring you understand there’s no financial obligation on your part.
More Resources To Help You
Wealthflo - Financial Planning Software
The modern way to manage your money. Wealthflo is a beautiful designed digital platform that automatically tracks your investments, account balances, budget and net worth all in place.
Free On-Demand Workshop
Learn the 4 phases of wealth broken down into simple language and engaging presentation.
139 River Vista Place, Twin Falls, Idaho
*Investment advisory services offered by Megan Jantz, an investment advisor representative of Brookstone Capital Management, LLC (BCM), a registered investment advisor.
BCM and Jantz Wealth Solutions are independent of each other. Insurance products and services are not offered through BCM but are offered and sold through individually licensed and appointed agents.