Insights

Niche Financial Focus STRIVE Wealth & Protection Planning specializes in corporate benefit plans and personalized financial solutions, indicating potential opportunities to offer tailored insurance, retirement, and employee benefits products to their clients.

Growth Potential With an annual revenue range of $1M to $10M and a small team size, the company is likely to be open to scalable service offerings and strategic partnerships that support its expansion and client acquisition efforts.

Technology Utilization Leveraging tools like Microsoft 365, Google Analytics, and modern web technologies suggests the firm values digital engagement and could be receptive to innovative fintech solutions or digital marketing services to enhance client outreach.

Market Differentiation Operating in a competitive industry alongside large firms like MassMutual and Northwestern Mutual presents opportunities to provide customized, high-touch financial planning services that emphasize trust, integrity, and personalized care.

Client Education Focus The company's mission emphasizes education and communication, creating a sales opportunity for offerings that enhance client understanding through financial planning tools, educational content, or client engagement platforms.

STRIVE Wealth & Protection Planning LLC Tech Stack

STRIVE Wealth & Protection Planning LLC uses 8 technology products and services including Microsoft 365, Modernizr, Netlify, and more. Explore STRIVE Wealth & Protection Planning LLC's tech stack below.

  • Microsoft 365
    Email
  • Modernizr
    Javascript Libraries
  • Netlify
    Platform As A Service
  • Java
    Programming Languages
  • HSTS
    Security
  • Google Analytics
    Web Analytics
  • Apache HTTP Server
    Web Servers
  • Apache
    Web Servers

Media & News

STRIVE Wealth & Protection Planning LLC's Email Address Formats

STRIVE Wealth & Protection Planning LLC uses at least 1 format(s):
STRIVE Wealth & Protection Planning LLC Email FormatsExamplePercentage
First@striveplanning.comJohn@striveplanning.com
30%
First.Last@striveplanning.comJohn.Doe@striveplanning.com
20%
First@striveplanning.comJohn@striveplanning.com
30%
First.Last@striveplanning.comJohn.Doe@striveplanning.com
20%

Frequently Asked Questions

Where is STRIVE Wealth & Protection Planning LLC's headquarters located?

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STRIVE Wealth & Protection Planning LLC's main headquarters is located at 3597 East Monarch Sky Lane Suite 240 Meridian, Idaho 83646 United States. The company has employees across 1 continents, including North America.

What is STRIVE Wealth & Protection Planning LLC's phone number?

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You can contact STRIVE Wealth & Protection Planning LLC's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is STRIVE Wealth & Protection Planning LLC's official website and social media links?

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STRIVE Wealth & Protection Planning LLC's official website is striveplanning.com and has social profiles on LinkedIn.

What is STRIVE Wealth & Protection Planning LLC's SIC code NAICS code?

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STRIVE Wealth & Protection Planning LLC's SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies NAICS code is 52 - Finance and Insurance.

How many employees does STRIVE Wealth & Protection Planning LLC have currently?

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As of February 2026, STRIVE Wealth & Protection Planning LLC has approximately 3 employees across 1 continents, including North America. Key team members include President & Ceo | 401(k) Specialist: J. R.Director Of Office Operations: J. P.Sr Wealth Advisor: J. G.. Explore STRIVE Wealth & Protection Planning LLC's employee directory with LeadIQ.

What industry does STRIVE Wealth & Protection Planning LLC belong to?

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STRIVE Wealth & Protection Planning LLC operates in the Financial Services industry.

What technology does STRIVE Wealth & Protection Planning LLC use?

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STRIVE Wealth & Protection Planning LLC's tech stack includes Microsoft 365ModernizrNetlifyJavaHSTSGoogle AnalyticsApache HTTP ServerApache.

What is STRIVE Wealth & Protection Planning LLC's email format?

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STRIVE Wealth & Protection Planning LLC's email format typically follows the pattern of First@striveplanning.com. Find more STRIVE Wealth & Protection Planning LLC email formats with LeadIQ.

When was STRIVE Wealth & Protection Planning LLC founded?

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STRIVE Wealth & Protection Planning LLC was founded in 2013.

STRIVE Wealth & Protection Planning LLC

Financial ServicesIdaho, United States2-10 Employees

Our Agency:
STRIVE Wealth & Protection Planning specializes in providing comprehensive financial solutions for business and individuals with an emphasis in corporate benefit plans and financial planning.

Mission Statement::
At STRIVE Wealth & Protection Planning, we will lead our clients to informed decisions for their financial future through education, communication, and personalized service.

Core Values (STRIVE):
- Service
- Trust
- Relationships
- Integrity
- Vision
- Excellence

STRIVE Wealth & Protection Planning LLC is not a registered investment advisor. Advisory services are offered through Clear Creek Financial Management LLC, a Registered Investment Advisor. Advisory services are only offered to clients or prospective clients where Clear Creek Financial Management LLC and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal. No advice may be rendered by STRIVE Wealth & Protection Planning LLC or Clear Creek Financial Management LLC unless a client service agreement is in place. There is no common ownership or control between STRIVE Wealth & Protection Planning LLC and Clear Creek Financial Management LLC.

Section iconCompany Overview

Headquarters
3597 East Monarch Sky Lane Suite 240 Meridian, Idaho 83646 United States
Phone number
SIC Code
6211 - Security Brokers, Dealers, and Flotation Companies
NAICS Code
52 - Finance and Insurance
Founded
2013
Employees
2-10

Section iconMedia & News

Section iconFunding & Financials

  • $1M$10M

    STRIVE Wealth & Protection Planning LLC's revenue is estimated to be in the range of $1M$10M

Section iconFunding & Financials

  • $1M$10M

    STRIVE Wealth & Protection Planning LLC's revenue is estimated to be in the range of $1M$10M

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