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Anthony R. Blansett | President
Anthony Blansett graduated with a BA in Economics from the University of Redlands located in Southern California. While attending college, he participated in four years of NCAA football and was an active member of one of the school's charter fraternities. He later completed his first Masters degree while serving on active duty as a commissioned officer and pilot with the U.S. Marine Corps.
Anthony specializes in risk-free asset management, IRA/401k conversion strategies and retirement income planning. He is particularly focused on helping clients mitigate the severe impact of taxes on qualified retirement plans, Social Security income and the cost of Medicare premiums. Proper planning with qualified retirement accounts can dramatically reduce income taxes, preserve your Social Security and minimize the cost of Medicare premiums. He has completed the Certified Retirement Financial Advisor (CRFA) curriculum, which is an advanced designation for experienced advisors who focus on retirees’ unique financial and estate planning needs. He is currently completing the Master of Science for Financial Services (MSFS) program through the Institute of Business and Finance (IBF). The MSFS consists of board certifications in estate planning, taxes, retirement income planning, annuities and mutual funds. While there is no financial regulatory requirement to complete this particular curriculum, the MSFS through the IBF was selected as the best platform to enhance the scope of services provided by Blansett Wealth Navigation. Anthony lives in Boise’s Harris Ranch. In his free time, he enjoys skiing, sailing and hiking with his dog, Tupelo. He has one daughter who graduated from Boise High School, earned her bachelor’s degree from UC Berkeley, her master’s degree from UC Santa Barbara and is currently working as a consulting arborist in Denver. |
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Tupelo Blansett
Mascot & Faithful Companion If you visit the office, you'll be happily greeted by Tupelo - my American Staffordshire Pitbull mix. He is with us daily, has a great heart and is always excited to meet new people
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Our Services
What We Do For Clients We offer a group of services that is both unique and extremely valuable with respect to your retirement goals. Selected services are utilized as needed, to customize a plan that addresses: asset protection; income planning; tax-minimization; medical and long term care costs; and legacy/estate planning.
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1. Asset Protection
We specialize in helping retirees protect their retirement assets, while moving forward. Traditionally, if you wanted to achieve strong gains, you had to incur higher risk. And if you wanted greater safety, you had to accept very low returns. That is no longer the case. Now you can give yourself the opportunity for higher gains, without any of the usual risk. Contact our office to learn about newer alternatives that are perfect for today's volatile environment.
Through a strategic partnership, we are also able to offer our clients gold and silver – to strengthen and diversify their portfolio. Allocating the right amount of assets in precious metals, serves as a form of wealth protection, when other assets are falling.
Through a strategic partnership, we are also able to offer our clients gold and silver – to strengthen and diversify their portfolio. Allocating the right amount of assets in precious metals, serves as a form of wealth protection, when other assets are falling.
2. Retirement Income Planning
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Having worked your whole life to build your retirement assets, it is critical to implement the right plan, to support your desired standard of living — for as long as you live. All available assets should be structured within the context of a fail-safe plan, that provides for: growth, flexibility and guarantees. Watch this quick video to learn about our approach to retirement income strategies. It’s important to remember, that only certain financial products, can guarantee an income – that you cannot outlive.
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3. Tax Minimization
The greatest danger to your retirement assets, is not market volatility. It’s actually the long term impact of state and federal taxes, on qualified retirement accounts, i.e. IRAs, 401ks, 403bs, etc.
Proper planning with qualified retirement accounts – to include strategic roll-overs – can dramatically reduce income taxes, preserve your Social Security and minimize the cost of Medicare premiums.
We use simple, comparison software, to help you see and understand your projected tax bill in retirement – as well as your potential tax savings – by implementing a few simple steps. The difference is profound!
Proper planning with qualified retirement accounts – to include strategic roll-overs – can dramatically reduce income taxes, preserve your Social Security and minimize the cost of Medicare premiums.
We use simple, comparison software, to help you see and understand your projected tax bill in retirement – as well as your potential tax savings – by implementing a few simple steps. The difference is profound!
4. IRMAA and Medical / Long-Term Care Costs
It goes without saying that medical and long-term care costs continue to rise substantially. However, directly related to the increasing cost of care is the potentially increasing cost of your Medicare premiums. Based on newer government income brackets (IRMAA), the higher your taxable income in retirement, the higher the cost of your Medicare premiums, which in turn can directly impact your Social Security payments.
It is the very distributions – from the qualified accounts which you were told to fund – which drive taxable income in retirement. Therefore, a strategy to address the increasing costs of care and premiums should be front and center in any retirement plan. Call us to learn how we can illustrate these projected Medicare premium costs, the impact on your Social Security payments and options to address the problem.
It is the very distributions – from the qualified accounts which you were told to fund – which drive taxable income in retirement. Therefore, a strategy to address the increasing costs of care and premiums should be front and center in any retirement plan. Call us to learn how we can illustrate these projected Medicare premium costs, the impact on your Social Security payments and options to address the problem.
5. Legacy and Estate Planning
Many parents and grandparents, would like to leave a legacy to their kids and\or grandkids, but aren’t sure of the best way to proceed. When creating a Legacy Estate plan, three of the most important factors to consider are:
(a) Utilizing financial products, which create strategic leverage – relative to the amounts used for funding.
(b) Cooperative family planning (as applicable), so as to minimize the cost and maximize the benefit of your plan.
(c) Addressing all tax implications, of the accounts and plans that are used.
You’ll be amazed at what you can accomplish, simply by proper deployment of existing assets. This can also include the transfer of private asset gold and silver – to certain family members.
(a) Utilizing financial products, which create strategic leverage – relative to the amounts used for funding.
(b) Cooperative family planning (as applicable), so as to minimize the cost and maximize the benefit of your plan.
(c) Addressing all tax implications, of the accounts and plans that are used.
You’ll be amazed at what you can accomplish, simply by proper deployment of existing assets. This can also include the transfer of private asset gold and silver – to certain family members.
Contact Us
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MAIN OFFICE
5248 E. Arrow Junction Dr. Boise, ID 83716 |
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EMAIL
[email protected] |
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CALL US
(208) 333-9584 |
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