Our financial planners provide, at no cost to you, in-person consultations to help you clarify your goals, gather information,
analyze your situation, develop solutions, and take action regarding your specific investment strategy, insurance, retirement,
estate planning, and debt questions.
Consultations are done in our Salt Lake City office or can be by phone, email, or regular mail. Please keep in mind
these financial planners aren’t selling a product. And they don’t make any commissions. They don’t do tax preparation,
legal document preparation, or place investments.
Steps to take:
Review and implement, to the degree possible, core principles one through eight.
Complete the Financial Questionnaire to be
prepared to meet with a financial planner.
Request an appointment with a financial planner: