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Navigating Uncertain Times

Navigating Uncertain Times

Recent weeks have seen some extraordinary moves in the financial markets, as the world reacts to the spread of COVID-19. Please know that we are closely monitoring current news and economic reports, and we are committed to supporting you through this season. Feel free to contact us any time, for any reason. We are here to help.

Inspiring Fundamental Personal Financial Excellence

Through Institutions, Financial Advisors and CPAs

"Employ your time well, if you mean to gain leisure." - Ben Franklin

Welcome to our Web site, where you will find information in the form of newsletter articles, calculators, literature and research reports. You will also find contact information that can help you meet personally with a financial professional in one of our current 94 registered branch locations in California, Idaho, Nevada, Utah and Wyoming.

We hope your visit will help you understand the opportunities and potential rewards that may result from a proactive approach to fundamental personal financial excellence. We are here to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation.

<p>Four Really Good Reasons to Invest</p>

Four Really Good Reasons to Invest

There are four very good reasons to start investing. Do you know what they are?
Learn More
<p>Keeping Up with the Joneses</p>

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Learn More
<p>Self-Employed Retirement Plans</p>

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Learn More

Meet Our Experienced Advisors

Paul E. Hill

Paul E. Hill, CFP

President, Regional Director

(801) 557-0009

(801) 255-7034

David S. Pearson

David S. Pearson, CFP, CLU, ChFC

Vice President

(801) 580-3866

Tony Mook

Tony Mook, CPA

Regional Program Manager

(702) 892-9661

Sharon Weinle

Sharon Weinle

OSJ Manager

(801) 255-7019

(801) 255-7034

Krista Wittmaack

Krista Wittmaack

OSJ Manager

(801) 255-7019

(801) 255-7034

Cheri Gott

Cheri Gott

Marketing Specialist

(801) 255-7019

(801) 255-7034

Joe Goodsell

Joe Goodsell

Compliance & Operations Specialist

(801) 255-7019

(801) 255-7034

Registered Representatives & Advisors

(801) 255-7019

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