Murphy Wealth Management
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Retirement Income Planning and Investment Portfolio Management.
With two decades of experience creating financial strategies for my clients, I specialize in financial planning and portfolio management in the areas of:
⋄ Retirement Income & Distribution Planning
⋄ Asset Allocation and Investment Management
⋄ Inter-generational Wealth Transfer Planning
RETIREMENT INCOME & DISTRIBUTION PLANNING
We provide planning services to affluent individual
12/18/2025
Checked everything off your estate planning list? You might have missed this! An estate plan for your digital property. Here’s why.
https://www.everplans.com/articles/digital-cheat-sheet-how-to-create-a-digital-estate-plan
12/11/2025
What good is your will if no one will ever find it? Here’s some advice on keeping important documents safe and accessible.
https://www.legalzoom.com/articles/where-should-i-keep-my-last-will
12/04/2025
Single? Saying 'I do' to an estate plan is still essential! Otherwise the state will control your assets when you die. Here’s what you need.
6 Estate Planning Tips for Singles How to deal with the unique challenges you face
11/27/2025
Surely, the last thing you want your family to inherit from you is a fight over your assets. Here are strategies you can use to avoid sibling disputes.
Tips to Help Siblings Avoid or Resolve an Estate Battle Sibling arguments over a parent's estate can be lengthy, stressful, and expensive, but there are steps parents can take to resolve the conflict.
11/20/2025
Thinking about dividing your estate unequally between your heirs? See how this perceived favoritism can cause hard feelings.
Advice on Wills: Should Each Child Get the Same? The answer depends on what you’ve given your kids in the past, what their needs are now, and, unfortunately, how contentious they are.
11/13/2025
Are you a family with special needs? Estate planning is even more critical for you. Here are some helpful strategies you should consider.
https://www.fidelity.com/viewpoints/wealth-management/estate-planning-for-special-needs #:~:text=One%20of%20the%20most%20common,created%20during%20the%20benefactor%27s%20lifetime.
11/06/2025
Having an estate plan is half the battle of preparation. The other half is finding a gentle way to discuss it with your family. Here’s how.
https://www.legalzoom.com/articles/inheritance-etiquette-how-to-talk-about-estate-planning-with-your-family
10/30/2025
The DIY craze is in full effect. But DIY wills? Is that really a thing? Yes! But there are risks attached. Here are a few to keep in mind.
How to Make a Will Without a Lawyer in 2025 Need a will but have no lawyer? Get started with our comprehensive guide on making a will without a lawyer.
10/23/2025
Unfinished or outdated estate plans can present risk to you and your heirs. Avoid these common mistakes while preparing yours.
8 Common Estate Planning Mistakes A complete, up-to-date plan will spare your loved ones pain and expense
10/16/2025
Deciding what will happen to your 'things' when you die sounds gloomy but is very important. Here’s an intro to starting an estate plan.
Your Guide to Estate Planning – Policygenius An estate plan lays out who gets your assets when you pass away and how you want people to handle your things if you can’t do so yourself.
10/09/2025
Confused over whether or not to buy Long-Term Care insurance? There’s no simple answer. Here’s some detailed information to help you decide.
Long-Term Care Insurance Explained - NerdWallet Chances are you’ll need some help taking care of yourself later in life. The big question is: How will you pay for it? Enter: long-term care insurance.
10/02/2025
Think life insurance is only to help your loved ones later? Think again! See how it can help you have a more comprehensive retirement plan.
3 Best Life Insurance Companies For Seniors Of 2025 Like all life insurance shoppers, seniors need good life insurance with affordable rates, low policy costs and reliable policy illustrations from a trusted company. Our selections of the top companies check all those boxes and have strong financial strength ratings from AM Best. To help you find the
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Our Story
With two decades of experience creating financial strategies for my clients, I specialize in financial planning and portfolio management in the areas of:
⋄ Retirement Income & Distribution Planning
⋄ Asset Allocation and Investment Management
⋄ Inter-generational Wealth Transfer Planning
RETIREMENT INCOME & DISTRIBUTION PLANNING
We provide planning services to affluent individuals, families, and small businesses, helping to address key issues, including:
⋄ Risk
⋄ Taxes
⋄ Inflation
We not only manage the investments, but also manage the strategy, developing a plan designed to help make your retirement income:
⋄ Predictable
⋄ Sustainable
⋄ Increasing
PERSONAL PORTFOLIO MANAGEMENT
⋄ Customized, individual portfolio management, because every client is unique.
⋄ Strategic, Tactical, and Formula-Based investment selection, because a single method isn't always the best.
⋄ Asset Management based on your goals, not an arbitrary index, because your goals are our benchmark.
INDEPENDENCE
⋄ We are truly independent, not owned by a bank or insurance company, with no proprietary "in-house" investments or quotas!
For more information, online tools and video presentations, please visit:
www.RetireWithAPlan.com
Also visit www.cuefinancial.com and www.securitiesamerica.com.
Jeff Murphy is a Registered Representative offering securities through Securities America, Inc., Member FINRA and SIPC. Investment advisory services offered through PFG Advisors, LLC, an SEC Registered Investment Advisor. CA Insurance Lic. #0B59087. CUE Financial Group, PFG Advisors, and Securities America are unaffiliated. Office of Supervisory Jurisdiction at 3200 N. Central Ave., Phoenix, AZ 85012.
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Meridian, ID
Opening Hours
| Monday | 8am - 4pm |
| Tuesday | 8am - 4pm |
| Wednesday | 8am - 4pm |
| Thursday | 8am - 4pm |
| Friday | 8am - 4pm |