Bank of Utah Investment Center

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You Live. We Plan.

You share your goals and dreams.

Perhaps you want to retire with more money, sell a business, or set up a trust. Perhaps you need to create new streams of income, or protect family wealth.

We plan so you can make them come true.

We can help. We provide complete financial planning services for business owners and families, including asset management, corporate benefit planning and trust administration through Bank of Utah. See us today - we want to be your lifetime advisors.

Our work is satisfying.

As financial advisors affiliated with Bank of Utah, we meet people from all walks of life, but who have many of the same priorities- to live well, to secure their family's financial future and to retain their wealth for retirement.

Families do not come to us for investment products. Instead, they request our services. We provide trust administration through Bank of Utah to help them manage and distribute family wealth to designated beneficiaries, estate and succession planning assistance for business owners, and flexible, tax-advantaged investment planning for investors.

We understand these priorities, and enjoy helping clients realize their dreams of financial freedom are within reach.

Give us a call or e-mail us. We want to be your financial advisors for life. 

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The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.

Insuring Your Business With a Buy/Sell Agreement

Insuring Your Business With a Buy/Sell Agreement

It may help your business be better prepared in the event of the death of a principal or key employee.

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What Our Kids Can Teach us About Saving Money

Would you guess that Millennials are effectively saving for retirement? Well, they are.


What Is a Roth 401(k)?

Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.

Put It in a Letter

A letter of instructions provides additional and more personal information regarding your estate.

Immediate vs. Deferred Annuities

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Money that Buys Good Health is Never Ill Spent

It's important to make sure your retirement strategy anticipates health-care expenses.

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Critical Estate Documents

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Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

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Estimate your monthly and annual income from various IRA types.

Tax Freedom Day

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Estimate how much you have the potential to earn during your working years.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

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Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

5 Smart Investing Strategies

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Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

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Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

Jane Bond: Scaling the Ladder

Agent Jane Bond is on the case, covering how bond laddering works.

What Smart Investors Know

Smart investors take the time to separate emotion from fact.

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

What Our Kids Can Teach us About Saving Money

Would you guess that Millennials are effectively saving for retirement? Well, they are.

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