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Cornerstone Financial Planning

917 2nd Street S
Nampa Post Office Metro Area
Nampa
ID 83651-3811
Phone: (208) 466-1971

Category: Financial Planning Consultants
Website: http://www.idwm.net

More Contacts of Cornerstone Financial Planning More Contacts Of Cornerstone Financial Planning

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Company representatives

Gary Case, Owner
Phone: 1-208-466-1971

Gary Case, CFP (tm) Financial Planning {Practitioner

About Cornerstone Financial Planning

Financial planning; investments, insurance, business transition, employee benefits, medical insurance, 401k rollovers


I am a CFP® financial planning pracitioner and own Cornerstone Financial PLanning in Nampa. Please visit my web site www.idwm.net, call me at 466-1971 or email me gary@idwm.net

I enjoy helping clients gain clarity and implement strategies to achieve their goals with respect to their personal and business financial plan; including investing, insurance, tax reduction, estate and business transfer, retirement planning and more.


Products and Services

  • investment management
  • life, health, disability, LTC insurance
  • 401k rollovers, IRAs, Roth IRAs

Opening Hours

  • SundayCLOSED
  • Monday8:00 AM to 5:00 PM
  • Tuesday8:00 AM to 5:00 PM
  • Wednesday8:00 AM to 5:00 PM
  • Thursday8:00 AM to 5:00 PM
  • Friday8:00 AM to 5:00 PM
  • SaturdayCLOSED

Business categories

  • Pension and Profit Sharing Plans
  • Health Plans

Location Type

Headquarters


Revenue

$725,000 - $750,000


Employees

2 to 4


Years In Business

35


Additional information

Check out my column in the Idaho Press Tribune! Every other Friday morning. We also offer health inssurance through our affiliate, Treasure Valley Health Insurance.


Rating

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