Onyx Financial Advisors

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Financial Planning Consultants, Accountants-Certified Public, Accounting Services

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Today: 9:00 am - 5:00 pm

Tomorrow: 9:00 am - 5:00 pm

19 Years

in Business

Accredited

Business

(208) 522-6400Call Visit WebsiteVisit Website Map & DirectionsDirections2400 E 25th StIdaho Falls, ID 83404 Write a ReviewWrite Review

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Hours

Regular Hours

Mon - Fri:	9:00 am - 5:00 pm

Places Near Idaho Falls with Financial Planning Consultants

Iona (7 miles)
Ucon (14 miles)

More Info

Email

BBB Rating

Extra Phones

Phone: (208) 529-9802

Phone: (208) 522-6405

Fax: (208) 529-9802

AKA

Onyx Financial Advisors LLC

Goody Lyndsay CPA

Terry L Roe CPA

Roe Terry L

Roe Terry L Cpa/Pfs

Simpson, Kenneth J, CPA

Other Link

http://www.onyxfinancial.com

Categories

Financial Planning Consultants, Accountants-Certified Public, Accounting Services, Financial Planners, Financial Services, Investment Advisory Service, Investment Management, Investments, Mutual Funds, Retirement Planning Services, Stock & Bond Brokers, Tax Return Preparation, Taxes-Consultants & Representatives

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Details

Phone: (208) 522-6400

Address: 2400 E 25th St, Idaho Falls, ID 83404

Website: http://www.onyxfinancial.com

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Onyx Financial Advisors

Tax Planning
By coordinating your tax strategies and overall tax planning with the person who prepares your tax return, your investment plan works seamlessly with your tax plan so that your investments are made in a tax efficient manner.
Charitable Giving
Estate Taxes
Tax Services
Roth IRA
Within the IPS, we recommend which of your accounts should be used to hold each of your investments in a tax efficient manner. For example, some types of investments are more tax efficient if held in an IRA account, while it would be better to hold others in a Roth IRA or a non-qualified account.
Income Tax
Since his very first day of practice, his goal remains helping people plan for tomorrow over dwelling on the historical focus that tax compliance and financial reporting emphasize. As a CPA, however, there are limitations to the degree of financial advice that an accountant can appropriately offer, so John eagerly sought Series 65 licensure to allow him to provide holistic financial and investment advice. He guides people through planning and decision-making that positions them for the futures they desire. And with his substantial knowledge of tax law, he carefully coordinates income tax requirements with investment strategies.

Investment Management
Dallin is a CERTIFIED FINANCIAL PLANNER™ and certified public accountant who keeps his view on the long-term horizon, helping clients with investment planning, maintaining budgets, and preparing for tomorrow’s storms today. In particular, he assists people who are approaching retirement with making optimal decisions about 401(k) options, Social Security benefits, and pensions.
Mutual Funds
He started his career with Big-8-firm Coopers & Lybrand (now PwC) in 1986 where he had his first taste of working with banks, insurance, real estate, private equity, and mutual fund companies—delving deeply into their financial statements, gaining a strong understanding of the financial industry. Prior to launching his consultancy, Ken was a principal in G&S Consulting Network, Inc., where he developed proprietary systems and processes for analyzing loans being sold to Wall Street firms.
Bonds
Wealth Management
You have in us your very own, personal Chief Financial Officer (CFO) to come to with any financial question or problem you encounter. We are available to you in this invaluable role as part of your regular wealth management fee and we encourage you to use us as a sounding board early and often.

Accounting Services

Financial Planning
This website is a publication of Onyx Financial Advisors, LLC (“Onyx”), an investment adviser registered with the United States Securities and Exchange Commission. Registration does not imply a certain level of skill, or training. This website (“Website”) is limited to the dissemination of general information pertaining to Onyx’s investment advisory services, along with related information, publications, and links. The publication of this Website should not be construed as Onyx’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized financial planning or investment advice over the Internet.
Retirement Planning
As a CERTIFIED FINANCIAL PLANNER™, Cody strives to focus on the individual when crafting a personal financial plan. He became fascinated with stocks and finance at an early age. This interest intensified while taking a college finance course that discussed retirement planning. He determined then to learn all he could about managing his personal finances responsibly to enable him to retire comfortably. Upon learning he could build a career in helping others do the same, he knew he had found his professional calling.
Long Term Care
An important part of Wealth Management is lifestyle protection, which involves reviewing insurance coverage such as life insurance, liability protection, long-term care, etc.
Asset Management
After you have a well-thought-out plan, your Investment Policy Statement (IPS) establishes clear guidelines for your investments and sets an asset allocation that is appropriately tailored with your unique goals in mind. Each investment recommendation has a specific purpose and fills a need within your plan.

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