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. <

Car Affordability

How much can you afford to pay for a car?

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

Capital Gains Taxes

Estimate short-term and long-term federal capital gains taxes

More Calculators →

Health-Care Update

Information about the Affordable Care Act’s employer mandate for small businesses, including tax credits and SHOP.

Too Much of a Good Thing?

It’s wise to review your portfolio regularly to make sure the asset allocation still reflects your chosen strategy.

HOT TOPIC: Housing Trends – New Rules Could Revive Recovery

Current housing trends, the role of the government in the housing-finance market, and what changes could mean.

Do You “Speak” Annuities?

An overview of fixed and variable annuities and how they could provide a guaranteed income stream in retirement.

More Newsletters →