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

Choosing a Retirement Plan that Fits Your Business

Choosing a Retirement Plan that Fits Your Business

To choose a plan, it’s important to ask yourself four key questions.

The Facts About Income Tax

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

Saving on Fitness Center Membership Costs

Saving on Fitness Center Membership Costs

There are ways to improve your physical fitness without denting your fiscal fitness.

 

Apps That Help Achieve Goals

If you find it hard to attain personal life goals, there’s an app for that!

Strategies For Managing Student Loan Debt

Five strategies for managing your student debt.

Do Your Kids Know The Value of a Silver Spoon?

You taught them how to read and how to ride a bike, but have you taught your children how to manage money?

How to Appeal Your Property Taxes

For homeowners who think their property taxes are too high, there are ways to appeal.

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.

Changing Unhealthy Behaviors

Five phases to changing unhealthy behaviors.

View all articles arrow

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

Saving for Retirement

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

Saving for College

This calculator can help you estimate how much you should be saving for college.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Doubling Your Money

This calculator demonstrates the power of compound interest.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

View all calculators arrow

Retirement Plan Distributions

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

Investment Strategies for Retirement

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

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Tax Management Strategies

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

5 Smart Investing Strategies

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

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

View all presentations arrow

Charitable Giving: Smart from the Heart

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

Exit Strategies of the Rich and Famous

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

Is Tax Reform on the Agenda?

There’s been a lot of talk about Tax Reform. What might it look like?

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

Making Your Tax Bracket Work

Have you explored all your options when it comes to managing your taxable income?

View all videos arrow