Let us help you manage your wealth today.
Call Us For Help:
National- (800) 735-1601
St. George, Utah- (435) 674-1600
SLC, Utah- (801) 901-1101
Or Email Us:
20 N Main, Ste 400
St. George, UT 84770
Salt Lake City
222 S Main St Ste 1776
Salt Lake City, UT 84101
We start the Financial Planning process by listening to you and diligently seeking to understand your lifestyle goals and objectives. We want to know your priorities and develop a plan that aligns them with your financial resources so assets and cash flows are available to fund and support your goals when needed.
We work with you to lay out alternative financial plans and conduct risk and probability analysis to determine the strength of each. This will allow you to make informed financial decisions so you can move forward with clarity and confidence in your preferred plan.
The following are examples of some of the services and issues we can consider in developing your financial plan:
- Retirement and other significant transition analysis
- Cash flow analysis & modeling
- Tax planning and coordinating with your accountant to make better strategic tax and portfolio management decisions
- Risk management and insurance optimization analysis
- Education funding and options
- Stock option analysis and consulting
- Charitable planning analysis
- Estate planning and asset projections tool to be used in collaboration with your attorney to develop more effective and meaningful Estate documents