Broker Check

Station Park Office
240 N E Promontory Suite 200
Farmington, UT 84025
(801) 791-1081

How to Retire Early The Richest Man in Babylon A Bucket Plan to Go with Your Bucket List The Rule of 72

Elevate Your Financial Perspective

Promontory Financial Planning is an independent Registered Investment Advisor (RIA) providing financial planning, investment consulting and management.  Our goal is to provide our clients with a clear vision of their financial goals and the tools they need to reach them.

 

5-Point Financial Planning:                

·       Cash Flow

·       Risk Management

·       Investments

·       Tax Minimization

·       Estate Planning

                 

 Our process includes:

·       Evaluating your overall financial health with our 5-point checkup.

·       Building a custom plan to strengthen your financial health.

·       Ongoing investment management and consulting.

·       Helping you get financially organized and build a solid retirement plan.

Helpful Content

Rebalancing Your Portfolio

Rebalancing Your Portfolio

Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.

Don’t Be Your Own Worst Enemy

Don’t Be Your Own Worst Enemy

Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.

It May Be Time for a Financial Checkup

It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial advisor about changes in your situation.

 

A House Divided

By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.

Is a SEP-IRA Right for Your Business?

For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.

Creative Ways to Motivate Your Employees

Five creative (and inexpensive) ideas for motivating your employees.

Social Media: #Newest Business Liability Risk

Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.

Debt Stress

There’s a link between debt and stress.

What to Look for in Personal Finance Apps

An increasing number have been developed to help individuals with their personal finances.

View all articles arrow

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

View all calculators arrow

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

View all presentations arrow

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial advisor about changes in your situation.

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

Suddenly Single: 3 Steps to Take Now

Have you found yourself suddenly single? Here are 3 steps to take right now.

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.

View all videos arrow