wiseradvisor

JT Belnap
Treasure Valley Financial Planning

Tel: 208-813-9500
3080 E. Gentry Way #205
Meridian, ID 83642

Helping you retire confidently in the Treasure Valley.

Treasure Valley Financial Planning | Financial Advisor in Meridian ,ID


About Treasure Valley Financial Planning

Treasure Valley Financial Planning is a fiduciary financial planning and investment management firm headquartered in Meridian, ID. Bringing thirty years of combined experience, JT Belnap and Michael Fuhriman, CRPS saw an opportunity to serve the community they love by providing a unique financial planning experience free of conflicts of interest. We provide independent, objective, and unbiased advice. We love what we do, and it shows.

We focus on helping those climbing the mountain to retirement and those who've recently reached the summit. During this time, there are 15 critical financial decisions to be made. We help our clients navigate these complex issues so they can enjoy their life doing the things that matter most. We've developed the Peace & Prosperity Model to ensure all areas of your life feel secure.

Our clients need more than just investment management. They want a four-pillar approach that considers Retirement Planning, Investment Management, Estate & Tax Planning while considering underlying risks. They want a team that provides a truly comprehensive solution so they can pursue peaceful prosperity in retirement. We are sensitive to investment management costs and provide a fully transparent and easily understandable fee schedule.

Most importantly, we are great listeners. We partner with you only after fully understanding your situation and concerns. We look forward to the opportunity to partner together.


General Information

No.of Employees:   5-9
Name of Custodial Firm:   TD Ameritrade
States Licensed in:   All
Number of Years with Current Firm:   2
I work with the following types of clients:   Pre-retirees & Retirees
Advisory Services Provided:   Estate Planning & Trusts, Tax Advice and Services, Retirement Planning


Services

Investment Types:   Stocks, Mutual Funds, Bonds, Annuities, Insurance, Exchange Traded Funds (ETFs)
I can meet clients in the following ways:   At my office, Via Phone, Via Email, Video Conference


Qualifications & Memberships

Insurance and Annuity Licenses:   Health, Life


Firm Information

Firm's Number of Clients:   125
Assets Managed by Firm:   $60,000,000
Advisor's Number of Clients:   125
Assets Managed by Advisor:   $60,000,000


Compliance

Registered Investment Advisor:   Yes
Investment Advisor Representative:   Yes
I am an acknowledged fiduciary:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation and Fees

Fee Structure:   Fee Only
Minimum Portfolio Size for New Managed Accounts:   $250,000
Compensation Methods:   Based on Assets



Faqs

  • How are you compensated? How will I pay for your services? 125
  • If you are going to manage my account, will you obtain my permission every time you buy or sell something? I will be your lead advisor, but we have an amazing team waiting to help you achieve your goals.
  • Will you be the only person working with me? No, as your trusted advisor we need to have the ability to manage your accounts at lighting speed, but we always communicate with you regarding why changes were made in your account. As a fiduciary, we only buy or sell something if it is in your best interests. We are not compensated for buying or selling.
  • Do you offer any guaranteed results? We can't guarantee market performance, but we can guarantee we will listen well, understand your goals and make every effort to help you avoid pitfalls and capture opportunities.
  • How much risk should I be willing to take? Only as much as needed to obtain your goals.
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JT Belnap

JT Belnap

Clients describe JT as passionate, caring & creative. JT is a native Idahoan who takes great pride in being able to live and work in the beautiful Treasure Valley. He is married with five children. He met his wife in choir class, and they have instilled a love for music in their family. They enjoy dressing up for Halloween every year in a family theme. JT loves to cook, and his family gets to try out all of his concoctions. He is active in church and community functions. He is a graduate of Boise State University, Go Broncos!

With over a decade of financial planning experience, JT co-founded Treasure Valley Financial Planning in 2018 to help residents preparing for retirement. As a fiduciary and without conflicts of interest, he provides objective advice that is in his clients' best interests. He offers holistic advice, well beyond investment management.

His clients know he will roll up his sleeves to come up with creative solutions to almost any financial issue. They find comfort knowing they can trust him to be there when it matters most. His most rewarding experiences come when he helps his clients think of an idea that they had never thought of before, or thought was even possible. His clients appreciate that he is honest and is a get it done person. His office is conveniently located in the heart of the Treasure Valley, right off of the Eagle road exit in Meridian.

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My Services

Retirement Planning

Retirement planning isn't something to be done once. We help you maximize opportunities and avoid pitfalls throughout your retirement years. We follow a proven process to ensure we consider all angles so you can retire confidently in the Treasure Valley.


Estate Planning & Trusts

Discussing personal matters among family members can be difficult. However, neglecting these conversations can cause more stress within our families. As your trusted advisor, we are uniquely positioned to help you facilitate these discussions. You will experience a great sense of relief as you share your wishes with your loved ones. As you put these plans in place, your family will be able to better prepare to carry out your desires when the time comes. Our team of highly experienced estate planners and attorneys allows us to coordinate the creation of estate planning documents that will be the centerpiece of these critical conversations.


Tax Advice and Services

Tax planning is an important pillar when building your retirement plan. We will make sure that our recommendations align with a smart tax strategy. We want to maximize your opportunities while avoiding pitfalls. We can work with your existing tax professional, or use one of our contracted tax professionals to help you be proactive with your tax planning and preparation. - Find the balance between Traditional & Roth retirement contributions. - Determine if converting some of your pre-taxed dollars to Roth IRA's is a viable strategy. - Know the impact of making withdrawals from your IRA accounts. - Learn the smartest way to withdraw your retirement funds.


My Team

Mike  Fuhriman Mike Fuhriman CRPS

Mike grew up in Kuna, ID, the last of eight children. He was active in athletics and music throughout his school years, majoring in music in college. Mike met his beautiful wife in high school, and they have been blessed with eight great kids. Now that all his children are married, his family has grown to include twenty-eight grandchildren and counting! Mike owned and operated a retail sporting goods business called Sports Shoppe with stores located in Boise, Idaho Falls, Ontari ...more

Rob Flagler Rob Flagler Financial Advisor

Rob moved to the Treasure Valley in 2011 to attend Boise State University. Now graduated, Rob spends as much of his free time as possible in Idahos great outdoors. His favorite activities are hiking in the Sawtooth Mountains, skiing on Bogus Basin, walking his dog Ginger, and relaxing with his lovely girlfriend Alexa. Rob takes enormous pride in his work and strives to create a client experience that promotes Treasure Valley Financial Plannings seven standards of excellence. ...more

Gina  Nightingale Gina Nightingale Administrative Assistant

Gina began with Treasure Valley Financial Planning in 2020. She was raised and still lives in Middleton, ID. She and her husband Greg, have three wonderful girls who keep them very busy with all of their various extracurricular activities. Gina is always "on-the-ball" and will do anything necessary to help our clients. She keeps us organized and on task and will be the first person you talk to when you call the office. She will help schedule your appointments and assi ...more

Office Hours

wiseradvisor-balck-li-img Mon. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Tue. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Wed. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Thu. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Fri. 9:00 AM - 5:00 PM

Communities Served

Boise Caldwell
Eagle Emmett
Garden City Greenleaf
Kuna Marsing
Melba Middleton
Nampa Notus
Star

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