About Us |
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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.
He has completed the Certified Retirement Financial Advisor (CRFA) curriculum, which is an advanced designation for experienced advisors who focus on the unique financial and estate planning needs of retirees. The CRFA designation requires annual continuing education courses in both financial and ethics training. He specializes in IRA and 401k rollover and planning strategies - helping clients find the best custodian, investment and distribution plan for their IRA or 401k. 'Proper planning with qualified retirement plans, will usually result in savings (for taxes and fees), of hundreds of thousands of dollars. He is also a member of the National Ethics Association (NEA), which is a national registry of financial professionals who voluntarily undergo a rolling seven year civil and criminal background check. This is the most extensive professional background check available in the financial services industry. All approved members of the NEA must be free of any violations and must adhere to a professional code of ethics in order to maintain ongoing membership. He is currently completing the Master of Science for Financial Services (MSFS) program through the Institute of Business and Finance. The MSFS consists of board certifications in estate planning, taxes, retirement income planning, annuities and mutual funds. There is no financial regulatory requirement to complete this particular curriculum. However after researching several training programs, the MSFS through the IBF was selected as the best platform to enhance the scope of services provided by Blansett Wealth Navigation. |
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Bruuz Blansett
Mascot & Faithful Companion When visiting our offices, you will be lovingly greeted by our 10 year old sweet boy Bruuz. He is with us daily and grew up knowing nothing but love and safety with us.
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Our Services
What We Do For Clients |
Asset Protection (Risk-Free Asset Management)
Retirement doesn’t mean that it’s time to stop growing. Same holds true for your money. It should mean, however, that it’s time to stop taking unnecessary risk. We specialize in helping retirees protect their retirement assets while continuing to move forward.
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Proper IRA/401k Handling
Most people are not aware that IRAs and 401ks carry several hidden flaws, e.g. market risk, brokerage fees, limited access, and are fully taxable. Learn how a few simple adjustments, can eliminate each of these flaws.
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Tax Reduction Strategies
Although extremely important to address, the greatest danger to retirement assets is not stock-market loss. It is the long-term impact of state and federal income taxes, on your largest retirement accounts. Learn how smart, simple changes, can reduce your tax liability by up to 60%.
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Retirement Income
Creating an income plan to last throughout retirement is perhaps the single most important challenge retirees will face. It’s very likely to spend 30 years or more living in retirement without earned income. We create a customized retirement income plan, encompassing all sources of income, for each one of our clients and no two plans are exactly alike. Let us get to work on a plan for you.
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Extended Care Solutions
Long-term care/extended care costs have gone up substantially in the last 10 years. Unfortunately, the statistics are not in our favor, a plan to address these costs should be included in every retirement strategy. The good news is we work with hybrid insurance plans that leverage your dollar in case you need it for extended care, but remain 100% accessible for withdrawal if you don’t.
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Family Legacy Planning
Many of our clients want to leave a legacy for their children and grandchildren and are shocked to learn how easy it is to double, even triple their inheritance – TAX-FREE AND GUARANTEED! We also work with our clients and help them embrace their own mortality and be prepared for the loss of a spouse and the income burdens this can often create.
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We Love To Meet New People!
Contact Us
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MAIN OFFICE
2449 South Vista Ave Suite A Boise, ID 83705 |
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EMAIL
admin@blansettwealth.com |
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CALL US
(208) 333-9584 |
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