10653 River Front Parkway
Suite 100
South Jordan, UT 84095

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Jack Feldman

801-569-8888

 
A New Way to Look at Your Bucket List Surprise! You’ve Got Money! RE: Retirement The Cost of Procrastination

Understanding Today's Financial Environment

We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

Our Process

With information collected from you, we create customized strategies that are tailored to your needs and goals.

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Our History

Founded in 1979 our years of experience have prepared us to guide you through your life transitions.

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Our Values

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.  We put our clients first and do what's right for them 100% of the time.

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Services

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Helpful Content

A New Way to Look at Your Bucket List

A New Way to Look at Your Bucket List

That big list of dreams and goals isn't the only way to look at your bucket list.

Acres of Diamonds

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

Coaches

Coaches

Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.

 

Travel, Without the Baggage

Tips to avoid checking in luggage on your next vacation.

The Five Basics of Financial Literacy

How literate are you when it comes to your finances? Brush up with these five basics.

The Anatomy of a Supplemental Health Plan

Here’s a guide to explain all the parts of Medicare.

Insurance Needs Assessment: Married With Children

When you’re married and have children, insurance needs will be different.

Building Your Legacy

A four-step framework for building a personal legacy.

How Big is Money?

Learn a little about worldwide currency in this fun infographic

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RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?

Consider These 3 Things Before Driving Off the Lot

There are a few things to consider when buying or leasing your next vehicle.

A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial advisor about changes in your situation.

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

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