Murphy Wealth Management

Murphy Wealth Management 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

s, 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

Single? Saying 'I do' to an estate plan is still essential! Otherwise the state will control your assets when you die. H...
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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.

How to deal with the unique challenges you face

Surely, the last thing you want your family to inherit from you is a fight over your assets. Here are strategies you can...
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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.

Sibling arguments over a parent's estate can be lengthy, stressful, and expensive, but there are steps parents can take to resolve the conflict.

Thinking about dividing your estate unequally between your heirs? See how this perceived favoritism can cause hard feeli...
11/20/2025

Thinking about dividing your estate unequally between your heirs? See how this perceived favoritism can cause hard feelings.

The answer depends on what you’ve given your kids in the past, what their needs are now, and, unfortunately, how contentious they are.

The DIY craze is in full effect. But DIY wills? Is that really a thing? Yes! But there are risks attached. Here are a fe...
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.

Need a will but have no lawyer? Get started with our comprehensive guide on making a will without a lawyer.

Unfinished or outdated estate plans can present risk to you and your heirs. Avoid these common mistakes while preparing ...
10/23/2025

Unfinished or outdated estate plans can present risk to you and your heirs. Avoid these common mistakes while preparing yours.

A complete, up-to-date plan will spare your loved ones pain and expense

Deciding what will happen to your 'things' when you die sounds gloomy but is very important. Here’s an intro to starting...
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.

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.

Confused over whether or not to buy Long-Term Care insurance? There’s no simple answer. Here’s some detailed information...
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.

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.

Think life insurance is only to help your loved ones later? Think again! See how it can help you have a more comprehensi...
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.

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

Address

Meridian, ID

Opening Hours

Monday 8am - 4pm
Tuesday 8am - 4pm
Wednesday 8am - 4pm
Thursday 8am - 4pm
Friday 8am - 4pm

Telephone

+12082786822

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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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