Boise Retirement Coach

Peggy L. Farnworth, CPA, CFP

Retirement Planning - it's more than a spreadsheet.  We go beyond the calculators and have a conversation.  We want to get to know you - and we want you to get to know us.  We understand that this is a long-term plan that needs to fit your needs, and that those needs evolve over time.

Peggy Farnworth, CPA, CFP is an experienced financial advisor who has helped hundreds of Idahoans navigate the journey of retirement.  She ensures that each client is thinking beyond their financial status to consider health, lifestyle, hobbies, and activities.

Peggy's philosophy is simple:  Life happens, so plan with flexibility.  She advises her clients to enjoy today, but plan for tomorrow.  Her integrity, creativity, and compassion do not depend on the size of your portfolio.

Come in for a complimentary consultation and we can discuss your goals and dreams.  What lifestyle do you envision?  What will you need to prepare?  We'll work closely with you to understand your values, your current financial picture, and your future income needs. 

Securities offered through Securities America, Inc., Member of FINRA/SIPC.  Advisory Services offered through Securities America Advisors, Inc.                                  Peggy L. Farnworth, CPA, CFP and Securities America are separate entities.

Services Offered:

Retirement Planning
Estate Planning
Financial Planning

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