About UsWe believe in the Good Life. We are TMG Financial Group, as agents of New York Life, we provide life planning products based on building real, lifelong relationships with our clients. Our 5 Good Life Principles remind us to see the whole person and provide solutions to every situation in every phase of life. We guide each client through the maze of options to help them make the best choices for their Good Life.      2110 W. Everest Ln., Suite 100, Meridian, ID 83646 | Office: 208.866.5822 | Fax: 208.342.4136
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Travis Gerhard, Agent of New York Life Insurance Company and Registered Representative of NYLIFE Securities LLC, Idaho General Office. Cell-208-284-3700 Office-208-338-6342
Contact Us
Travis Gerhard, Agent of New York Life Insurance Company and Registered Representative of NYLIFE Securities LLC, Idaho General Office. Cell-208-284-3700 Office-208-338-6342
Contact Us
Calculators
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Savings Goals
How much should I save to reach my goal?
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Annuity Tax Advantages
What are the tax advantages of an annuity?
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Savings in Retirement
I'm retired, how long will my savings last?
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Burial and Final Expenses
What are my needs for burial and final expenses?
Newsletters
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Stretch IRA Alternatives
The 2019 SECURE Act effectively eliminated the stretch IRA. Explore three alternatives to help preserve wealth and pass it to beneficiaries.