Rick Boss, CFP®
Table Rock Financial Planning is a fee-only financial planning and registered investment advisor firm serving Boise and Southwest Idaho. A member of the Garrett Planning Network, it is the type of place where people from all walks of life can receive objective, competent advice to help them achieve their personal financial goals.
By providing comprehensive financial planning as you need it—by the hour, by the project, or on an ongoing basis, Table Rock Financial Planning is able to deliver honest, professional guidance within your means. The fee-only business model removes the conflicts of interest inherent within commission-based advisors and the financial products they sell. At Table Rock Financial Planning, the advice will be independent and its cost will be transparent.
If you are serious about setting clear, realistic objectives and developing a roadmap to accomplish them, contact Table Rock Financial Planning today to set up a free, get-acquainted meeting to explore how we can help you plan to prosper. Contact Us
- Clark Howard
"Free advice that comes from commissioned salespeople is hazardous to your wallet." Read - Jane Bryant Quinn
"The best way to protect yourself from commission-driven sales is to switch to a fee-only investment advisor." Read - New York Times
Video discusses the benefits of using a financial planner and recommends finding a fee-only financial planner through NAPFA or the Garrett Planning Network. Watch
- The Motley Fool
"When hiring a financial planner, it pays to screen carefully. It's important to understand exactly how each candidate is paid…" Read - William Bernstein
"The best, and only, way to make sure that you and your advisor are on the same team is to make sure that he is 'fee-only.'" Read
