Financial Planner in Salt Lake City

Welcome to our Web site, where you'll find a wealth of information in the form of newsletter articles, calculators, and research reports. 



We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most importantly, we hope you see the value of working with skilled professionals to pursue your financial goals.

For a Complimentary Financial Newsletter on current economic times, contact us by filling out this form and we'll be in touch. 

 

We're here to help educate you about the basic concepts of financial planning, to help you learn more about who we are, and to give you fast, easy access to market performance and data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn't want you to miss any developments in the area of personal finance. <

Loan Payoff

How much will it cost to pay off a loan over its lifetime?

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Disability Income Insurance

How much Disability Income Insurance do you need?

Lease Payment

How much would your monthly lease payment be?

More Calculators →

IRS Flips on Rollover Rules

Starting in 2015, only one 60-day tax-free rollover each year will be allowed, no matter how many IRAs are owned.

HOT TOPIC: U.S. Oil Carries More Weight in the Global Market

The U.S. has become the world’s largest energy producer; can lower gas and oil prices accelerate the economy?

Retirement Risks to Consider

The road to a comfortable retirement is full of risks, and they don’t end when you stop working.

Understanding Your Investment Brain

Understanding behavioral finance may help you determine an appropriate level of risk for your investing strategy.

More Newsletters →