Family Tree Financial

Family Tree Financial is a trusted investment advisory service and financial planning firm located in Eagle, Idaho. Specializing in comprehensive wealth management and retirement planning, our expert financial advisors offer personalized investment advice tailored to your unique goals. We provide a wide range of services, including portfolio management, retirement strategies, and tax planning. Our experienced team assists clients with various investment options, such as bonds, stocks, IRAs (Traditional, Roth, SEP, and SIMPLE), and brokerage accounts. We also offer guidance on government securities, treasury bills, and variable annuities.