Dedicated to helping you map out the road to financial success and reaching your financial goals.

Matt Shannahan has worked with business owners, families, and individuals for the last 23 years. As an Independent Advisor, we develop strategies for retirement planning and risk management by focusing on each client’s specific need(s). Our process is dedicated to understanding what’s important to you, and then setting priorities to making smart financial decisions.

At Idaho Financial Group, we specialize in financial planning and offer a variety of investment services including retirement income planning, asset allocation, investment reviews, estate planning and employee education services. Let us help get you on your roadmap to success. 

 

Learn more about our firm here!