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

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 financial organized with a solid retirement plan.