fbpx

Our Services

COVID-19 SBA Disaster Help

Personal & Business
Financial Planning

Real Estate & Mortgage Services

Family Estate Planning &
Business Succession Plans

Let’s Talk

Want to find out how we can help? Schedule a 15-minute call with a strategist. 

We have many resources available and will point you in the right direction if we are unable to work together. What are you waiting for?

Our Process

The Plan Certain process is centered around certain, secure and simple strategies that build wealth by avoiding risk, volatility and loss.  Our planning approach embraces your goals and objectives with a strong view to the future.

In Action

 We follow time tested, proven business models that match your long term financial goals with the strongest financial companies in the world. 

Here is where we separate from the status quo.  Our guidance encourages you to think long term and follow a disciplined but flexible wealth building plan.  Think “What will you do when you are 82?” Life is unpredictable, your financial future should be certain, secure and simple

FOUNDATION OF TRUST

We need to get to know each other.  Let’s take a virtual meeting in the comfort of your home or office.  We need to learn a bit about each other. Whether you are just starting out, are in the middle of your career, or are getting ready to retire, when dealing with financial issues we need to build trust.  We want to know your dreams, how you feel about financial issues and what matters most to you.  

RIGHT-FIT SOLUTIONS

With your goals and objectives in mind, we bring our experts together to model  personalized options for you to consider. You choose the solution that feels right to you and we help you understand how it aligns with what matters to you and builds a secure financial future.  

Expert IMPLEMENTATION

 Here is the bottom line.  In order to achieve your dreams, goals or objectives, you must take action.  This is where the rubber meets the road. We will have developed trust, built a personalized solution that feels right to you, and now it is time to take action.  In order to have the benefits of secure financial life, you must do what it takes. Make no mistake, we will encourage you to move forward.  

We Work in Cooperation With

Utah State Attorney Bar
Utah Board of Realtors
National Association of Estate Planners
World Trade Center Utah
Small Business Administration

Get Started

The secret of getting ahead is getting started.