Northern States Management was formed in 2015 for the safety of the American investor’s money and insurance needs. We are located in the Great Northwest state of Idaho in the city of Eagle, just outside of Boise

Don Halweg

Don Halweg – Principle Founder

Don Halweg started his career as a financial advisor with Dean Witter Reynolds in 1990.  In 1993 he accepted a position with AG Edwards and Sons.  After three years he achieved the position of VP of Investments and Chairman’s Council Member. After AG Edwards was sold in 2003 to Wells Fargo Bank he became an Independent Insurance Investment Agent.  In 2015 he relocated to Eagle, Idaho and formed Northern States Management. He has worked with Seniors over the past 32 years in California, Texas, Montana and Idaho providing them with sound solutions to asset preservation and financial strategies.

 

About My Service

 Due to the Pandemic I offer over the phone consultations or Zoom meetings.  My prospective clients do not have to make multiple trips to an office or have to understand complicated investment strategies.  Topics covered are.

Preservation of Capital

Lifetime Income

Cash Replacement for Lost Income

Federal Estate Tax Strategies

Final Expenses

I make it possible to enjoy life without additional service or management fees, while others are scrambling to find investment solutions. When I got older I realized I was on the wrong financial path so I changed it. It’s not to late for you.

 

NORTHERN STATES MANAGEMENT

Office Number

(208) 297-7781    

Fax Number

(208) 567-2370

Office Location:

2438 E Brigantine Ct.

Eagle, Id 83616

 

Idaho Ins. License # 533018 www.annsorce.com

When I got older I realized I was on the wrong financial path, so I changed it. It's not too late for you.