Company
ABW Advisors
Location
South Jordan, UT
Specialties
Special Needs and Disability Planning
Adobe Employees
Company
Switchpoint Financial Planning
Location
Lehi, UT
Specialties
Retirement Planning
Tax-Efficient Investing
High-Income Professionals
Company
Wealth Mode Financial Planning
Location
Logan, UT
Specialties
Employees of Utah Tech Companies
Expats and Military in Japan & South Korea
High Student Loan Balances
Our Advisors in the News
One of the most stressful times of my life was navigating the tangled web of Social Security and Supplemental Security Income for my disabled twin boys.
Now, as a financial advisor specializing in disability and special needs planning, I want to share my experiences to help others through the confusing maze of forms and government administrators.
If you are looking to hire a fee-only financial advisor in Utah, you’ve come to the right place. Perhaps you’ve been told by a friend or family member that when it comes to financial advisors, “fee-only” is the way to go. Or maybe you’ve seen the terms “fee-only” or “fiduciary” mentioned in the media.
But where do you find these so-called fee-only financial advisors? In order to find a qualified, fee-only financial advisor whose services align with your needs, this is a great place to start.
Utahns are known for being charitably inclined. Utah has the highest percentage of the population that donates time and was tied for first for making charitable donations. Here are three savvy charitable giving ideas* that don’t have to involve your checkbook.
I’d like to introduce a few ideas behind what constitutes financial planning - as opposed to generic financial advice - and the benefits that come from it.
If you own any mutual funds that track or loosely mirror the S&P 500, the S&P 400 Mid-Cap, or the Russell 2000 index, it’s very possible that some you are partially invested in companies “right down the street” from where you live!
Have you ever wondered what Utah-based companies you might be invested in?
Let’s take a look at 15 publicly traded companies headquartered in Utah that you have a good chance of being invested in, whether you knew it or not.
The Fed made an emergency cut in interest rates. Rates are at all all-time low.
So, what’s that mean for you? It affects your mortgage, your credit cards, your savings account and your student loans. Basically, it’s never been cheaper for you to borrow money.
“I’m telling people to take advantage of these rates and refinance their mortgages or their student loans,” says financial advisor Justin Chidester, owner of Wealth Mode Financial Planning in Logan, Utah. “I’m pretty much telling everyone, ‘Just go get a quote. It’s not going to hurt you to do that.’”
Regardless of its reputation as one of the world’s premiere ski destinations and the fact that it is home to five national parks, most people don’t associate the state of Utah with retirement. Yet many retirees are discovering just what it means to live a “Life Elevated” in the intermountain west.
If you’re a young investor, your rate of return typically matters less than your savings rate, said James Sweeney, a CFP and founder of Switchpoint Financial Planning in Lehi, Utah.
He provided an example: If you’re 30 with $20,000 invested, whether you earn a 10% or a 5% return will only result in a difference of around $1,000. Continue reading at CNBC
"I would strongly encourage true middle-income people to look (at Afcpe.org) for an accredited financial counselor," says Justin Chidester, who is both an accredited financial counselor and a certified financial planner – as well as the owner of Wealth Mode Financial Planning in Logan, Utah. Continue reading at US News and World Report
Get matched with a fee-only financial advisor in Utah you can trust:
