3 Peaks Financial

08/27/2026

The first thing we said wasn't about money.

It wasn't about investments, estate plans, taxes, or strategies.

It was, "I'm so sorry you're going through this."

A woman called this week seeking help for her aging parents. Her father is dying from cancer. Her mother's health is failing. She's doing everything she can to help them put their affairs in order before it's too late.

Moments like these remind us that financial planning is never really about the numbers.

It's about people.

The numbers matter, but they're only a tool. Our real job is helping families navigate difficult transitions, preserve dignity, reduce stress, and protect the people they love.

We don't believe in transactional relationships. We believe in serving people, building trust, and helping families through life's most important moments.

The numbers come second. The people always come first.

08/06/2026

When should I take Social Security? The short answer is that the best age to claim Social Security depends on your health, life expectancy, retirement date, investments, and income needs. While there is no one-size-fits-all answer,...

When should you take Social Security? Learn the pros and cons of claiming benefits at 62, 67, or 70 and how retirement income, investments, and life expectancy impact your decision.

06/17/2026

“How much do I need to retire?” is one of the most common questions I'm asked. I have the answer for you. Well, sort of...

The reality is that retirement planning in Idaho Falls depends on several local factors: cost of living, tax considerations, healthcare expenses, and your desired lifestyle.

I've broken it all down in this 2026 guide to give you a clearer, more practical framework for evaluating your own retirement readiness.

🔎 Read the full guide here:
https://www.3peaksfinancial.com/blog/how-much-money-do-i-need-to-retire-in-idaho-falls-idaho-2026-guide

If you’d like a personalized analysis based on your goals, I’m always happy to connect and help you build a plan with confidence.

05/27/2026

A money lesson learned from a kid 🍋

05/19/2026

Relationships are what we are all about 🤝

05/18/2026

Connor had great time on Friday talking to National Lab retirees at the United Energy Workers Healthcare luncheon.

If you want to make sure your retirement accounts are right where they should be for risk and reward, then schedule a free consultation using the link below.
https://www.3peaksfinancial.com/schedule-an-appointment

05/15/2026

It's simpler than you think!

05/13/2026

05/07/2026

Our very own Connor Dye was recently on the Traction with Tricia podcast where he talked about his journey to be a financial advisor. Give it a listen at this link.
https://youtu.be/B8CqbGlPFSU?si=NWWYcr6fNGZVq2Kf

Big thanks to Tricia Drake - EOS Implementer for the chance to share our story! If you are looking for a business coach, you will want to give her a follow!

Super excited to drop the new podcast today with Connor Dye with 3 Peaks Financial. I had a ton of fun learning more about Connor and his business, as well as his personal life! Connor has some great stories - especially about AI and dating ideas and his lesson from the Lemonade Stand with his kids.

Follow, subscribe and listen to us on all the normal podcast sites!

04/22/2026

Connor spent some time with Michael Anders with Core Health Strategies Eastern Idaho this morning. He treats pain issues at the source instead of just treating the symptoms.

If you are looking for a thorough, holistic health professional, then reach out to him at (970) 216-9398.