Please Welcome New ABC Member - STRIVE Wealth & Protection Planning

Jed Reese is the President and CEO of STRIVE Wealth & Protection Planning, which operates as a Registered Investment Advisor (RIA). STRIVE specializes in providing comprehensive financial solutions for business and individuals with an emphasis in corporate benefit plans. Jed currently serves on the Boise Metro Chamber of Commerce Financial Services Industry Advisory Board, Human Resources Association of Treasure Valley (HRATV), Arid Club Board of Directors, and was the recipient of the Idaho Business Review Accomplished Under 40 award in 2014.

STRIVE Wealth & Protection Planning is an accredited business with the Better Business Bureau and currently serves clients in Idaho, Oregon, and Washington. A summary of STRIVE’s services are outlined below:

Services for Businesses and Organizations:
Qualified Benefit Plans (examples: 401(k), SEP IRA, SIMPLE IRA, Profit Sharing, Defined Benefit Plans, etc.)
Risk Management
Business Succession
Cash Management and Investment Strategies
Group Life and Disability

Services for Individuals:
Investment Services
Portfolio Management
Retirement Accumulation & Distribution Analysis
Financial Planning
Estate Strategies
Insurance (examples: life, disability, long-term care)

Visit their website to learn more by clicking here!