
Ben H. Boettcher
The Helmstar Group
This advisor will provide you with a COMPLIMENTARY initial consultation
Minimum client assets required: $100,000
Minimum client income required: No minimum required
Title: Financial Planner
Offering advice since: 2002
Areas of expertise:
- Charitable and Planned Giving
- Life Planning
- Portfolio Management
- Retirement Planning
Further information about Ben H. Boettcher:
Ben is a co-founder of The Helmstar Group. He graduated with a degree in Global Economy and a minor in Business Management from Brigham Young University.
He holds the designations of Chartered Financial Consultant (CHFC) and Certified Financial Planner (CFP)(TM), a rare distinction among advisors.
He is a member of the Boise Chapter of the Financial Planning Association. Ben has extensive experience planning for successful individuals and families, business owners and executives.
He also currently sits on the board of directors for Opera Idaho.
Compensation and Fee Structures:
Based on evaluation
Licenses, Certifications & Affiliations:
He holds the designations of Chartered Financial Consultant (CHFC) and Certified Financial Planner (CFP)(TM), a rare distinction among advisors.
Education:
Graduated with a degree in Global Economy and a minor in Business Management from Brigham Young University.
Will provide references upon request?
Yes
Further information about The Helmstar Group:
(Size of firm: 0-9 advisors)
Idaho's Premier Retirement Planning & Wealth Management Firm
Our firm's approach is built on the philosophy that your wealth should be aligned in such a way that it enables your life, not the other way around.
So we offer a process that integrates your financial resources with your vision of personal fulfillment, security and integrity. The result is not so much a single, rigid financial solution, but a vital process in which your wealth is always at the service of your life. It is an experience that is both transforming and affirming. It is a feeling that goes along with the greatest personal and professional satisfaction you could have ever hoped to derive from your wealth. "We call this Financial Wellness."
Our passion resides in helping each individual, family, and business that hires our firm achieve financial wellness!
Contact Information for Ben H. Boettcher
Phone: (208) 429-0800
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Fax: (208) 429-0801
Address for Ben H. Boettcher:
Suite 265
720 Park Boulevard
Boise, ID, 83712
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