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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>Required Reading: The Economic Report of the President</p>

Required Reading: The Economic Report of the President

The Economic Report of the President can help identify the forces driving — or dragging — the economy.
Learn More
<p>Budget Check Up: Tax Time Is the Right Time</p>

Budget Check Up: Tax Time Is the Right Time

Tax preparation may be the perfect time to give the household budget a check-up.
Learn More
<p>9 Facts About Retirement</p>

9 Facts About Retirement

Regardless of how you approach retirement, there are some things about it that might surprise you.
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

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

Cheri Gott

Cheri Gott

Marketing Specialist

(801) 255-7019

(801) 255-7034

Registered Representatives & Advisors

(801) 255-7019

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