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Products & Services

How We Work

There are many financial products and services in the market, so choosing those that best meet your needs can be complicated. That’s where we can help. We can offer professional financial advice to help you choose only those products and services that meet your current and future goals.

We aim to help you make informed decisions about the products in your portfolio. After discussing your needs, we draw on a comprehensive suite of products and services to find those that best address your unique situation.


It all starts with a plan--your plan. We help provide the map for your financial pathway.

  • Saving Strategies
  • Income Tax Planning
  • Succession Planning
  • Retirement Accumulation Planning
  • Retirement Income Planning
  • Estate Planning
  • College Funding
  • Financial Planning for Business Owners
  • Business Succession Planning
  • Insurance Needs Analysis


Investments play a key role in any financial plan. We have access to a wide array of investment products that can help achieve short-term and long-term goals.

  • Mutual Funds and ETF's
  • Market Linked Notes
  • Stocks, Bonds and C.D.'s
  • Institutional Money Managers
  • Fixed and Variable Annuities

We can advise both individuals and small businesses on the optimal uses of retirement plans.

  • 401(k)/403(b) retirement plans
  • Individual Retirement Accounts (IRA's and Roth IRA's)
  • Simple plans
  • SEP's
  • Profit Sharing plans
  • Solo(k) plans


We can assist you in adding various types of protection to your plan. Protection for some investments is a possibility, as well as other insurance based protections.

As much as we try to prepare for them, tragic events like death, disability or critical illness can't be predicted. When faced with such a situation, insurance can protect policy holders and their families from undue hardship. For this reason, a variety of insurance coverage is essential to any comprehensive financial plan.

Insurance planning is best when tailored to fit the owner’s personal situation. Whether designed for a single person or family, professional or seasonal employees, or executive or small business owners, everyone can benefit from an appropriately customized plan.

  • Life
  • Long-Term Care, Disability and Critical Illness
  • Group Benefits


Reaching your financial goals is a process. Ongoing monitoring and management are critical to your success.


Once you have reached your financial goals we can assist you in your Philanthropic desires whether they be those of a qualified charity or that of creating a bridge to your own posterity. Philanthropy can bless the lives of many in different ways. Let us help in exploring what feels best to you!

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

Murray Office: (801) 568-1968  |  Layton Office: (801) 773-1644