Climb Toward Retirement with Salt Lake City Financial Advisors
We aim to serve as your trusted guide, supporting you through every step of your journey toward retirement. We specialize in investment management. Using our proprietary “Mountain Goat Climb to Retirement” methodology, we will:
- Build a customized savings and investing plan for your retirement based on your risk tolerance, time horizon, and investment objectives.
- Manage all investment decisions and trade on your behalf in the following accounts:
- Retirement and Brokerage Accounts (custodied at Charles Schwab).
- 401k Accounts (through Future Capital).
- Offer life and accident insurance options to protect you (through Allegis AG).
We believe that life is an adventure meant to be enjoyed. We want to enable you to have more adventure and less financial stress as you journey toward retirement. Schedule a free, no commitment video call with us to see if we can help you on your climb to retirement.
01
Start Smart
Get a Clear Understanding of Your Financial Life
First, we gain a thorough understanding of your current financial situation, goals, objectives, risk tolerance, and the key considerations that should be addressed in your retirement strategy.
Six Fundamental Financial Planning Considerations
Six key financial planning considerations can impact your financial goals now and in the future. The question is not if these will affect your finances, but to what degree. We evaluate your sentiment toward each consideration and quantify the potential effects on your assets over time. This allows us to build customized strategies to help you achieve your financial objectives for retirement.
Longevity
Outliving financial assets as the result of a longer life.
Inflation
Reduction in real purchasing power as the result of increasing cost of living.
Mortality
Loss of financial assets as the result of a partner’s or spouse’s death.
Liquidity
Limited access to assets to meet life’s unexpected financial needs.
Market
Unexpected reduction in the value of financial assets at the time of withdrawal.
Taxes
Decreasing income and assets and/or the impairment of legacy assets from increasing taxes.
02
Apply Discipline
A Retirement Strategy Designed for You
Next, we design a retirement strategy that actively works to help optimize your wealth and protect your finances, keeping your goals and objectives at the forefront of our planning process. Insurance services are offered through Allegis AG.
RR
Retirement Resources
no-obligation Educational Resources
Lastly and continually, we work to ensure transparency of your income plan by providing visibility, proactive outreach, and accessibility to our team throughout our working relationship.
Our Upcoming Events
Events in November 2025
- There are no events scheduled during these dates.
Our Blog
Financial Calculators
PLEASE NOTE: The information being provided is strictly as a courtesy. We make no representation as to the completeness or accuracy of information provided via these calculators. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, information and programs made available through the use of these calculators.
