Treasure Valley Financial Planning

"I can't begin to list all of the reasons we love JT and the team at Treasure Valley Financial Planning. It is the most comprehensive financial planning we have seen. Offering everything you could need (estate planning, financial management, taxes) on one team, working together. It is the most incredible scenario and team of people we could have hoped for in planning for retirement. 100% recommend!"

"Been with Dave Morrison for about 20 years. We’ve been impressed with his knowledge and advice. We also trust he’ll be there when we can no longer make wise decisions."

"We have been with TVFP for almost 4 years. We are extremely happy with the level of service that we have received. JT and his staff sincerely put our best interest at heart. We look forward to the future of this ride we call life with these guys in our corner."

"I have worked with JT and Dillon since the beginning. I had another agency I had been working with but their solutions for my retirement didn’t “feel” right. I had talked to them about but they didn’t give me a plan b. After working with JT and Dillon, I had a Plan A, B, C and More if needed. They talked through everything - income, play money, expenses, high cost wish lists, taxes, will, and more.they know my financial picture better than me now. They can talk with their tax ppl to understand the impact of each decision. I have money working for me when I’m not using it. It is all that I envisioned and more. I’m so grateful I listened to my instincts and searched for something the fit right. I have no doubt that anyone needing financial guidance into and through retirement will feel exactly like I do. I landed at a place that will take care of me and my future. I feel confident I can retire and live comfortably."

"The comprehensive approach to retirement that Treasure Valley provides is truly what I have been looking for. Previous financial advisors approach and services were all the same before finding TVFP. They provide a comprehensive approach. Their services include will and trust services, prepare your taxes and give tax advice, while also doing the most important part of financial planning which is of course growing your money for retirement. The personal approach given was amazing. JT spent nearly 8 hours with my wife and I getting to know our hopes and dreams for our future in order to then come up with a plan to make those dreams come true. You need to check this place out! I promise that you will consider changing advisors after you meet with JT and his team."