Broker Check

Station Park Office
240 N E Promontory Suite 245
Farmington, UT 84025
(801) 791-1081

Value Added Advising

What is your current financial advisor doing for you?  

We work hard to bring added value to each of our client relationships by providing the services on the below list.  If you aren't receiving these services, your agent/broker or "financial advisor"  may be more of a salesman than a financial planner.

Investment Oversight Services

• Complimentary financial check up
• Review your investments and design a personalized portfolio appropriate for your goals
• Investment strategy of when to buy, when to hold and most importantly when to sell
• Continual monitoring of your investments in evolving economic conditions
• Quarterly performance statements and progress towards your specific goals
• Quarterly Rebalancing to reduce volatility
• Independent Advice (fee based not commissioned)
• Recommendation regarding options within your employer retirement plan
• Strategies designed to protect wealth, accumulate wealth and distribute wealth
• Retirement planning (401K, SIMPLE, Defined Benefit Plans, etc.)

Tax Reduction Planning

• Comprehensive review of your tax return to highlight opportunities for tax reduction strategies
• Review of your tax situation and planning to incorporate any new tax law changes
• Tax lot accounting, tax loss harvesting, tax aware trading
• Consultation with your tax preparer
• Recommendations of tax solutions including tax advantaged investments
• Coordinate in-kind charitable contributions

Retirement Income & Distribution Planning

• Analysis of your income and retirement cash flow
• Continual development and implementation of recommendations to fund your retirement and help maintain a comfortable standard of living
• Recommendations regarding the best distribution strategy for your employer retirement plans and IRAs
• Review of the beneficiaries of your IRAs and how to establish an inherited IRA
• Review the possibilities of funding or converting to a Roth

Family Wealth Planning

• Analysis of your current will and estate plan
• Consultations with your attorney and assistance in transferring assets
• Provide guidance with the appropriate and necessary steps in the event of the death of a loved one

Client Services & Communications

• Promontory Points: Newsletters to keep you apprised of the market and current planning options
• Annual Review and needs-based conference calls

Risk Management

• Risk management evaluation and recommendations
• Insurance planning (Life, Health, Long-Term Care, Disability)