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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

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Traditional vs. Roth IRA

Traditional vs. Roth IRA

One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.

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A Home Insurance Claim: To File Or Not To File

Learn when it may not make sense to file a claim on your home insurance.

 

Four Really Good Reasons to Invest

There are four very good reasons to start investing. Do you know what they are?

A Look at Diversification

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Protecting Your Business from the Loss of a Key Person

Business owners may be able to protect themselves from the financial consequences of losing a key employee.

Insuring Your Second Home

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Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

Bi-Weekly Payments

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

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

Impact of Taxes and Inflation

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

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Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Tax Management Strategies

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

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

5 Smart Investing Strategies

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

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

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Your Personal Recovery

As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.

Perception vs. Reality

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

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

Should I Invest In REITs?

Are Real Estate Investment Trusts right for your portfolio?

From Boats to Brokers

From the Dutch East India Company to Wall Street, the stock market has a long and storied history.

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.

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