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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>A Decision Not Made Is Still a Decision</p>

A Decision Not Made Is Still a Decision

Investors who put off important investment decisions may face potential consequence to their future financial security.
Learn More
<p>The History of Currency</p>

The History of Currency

Currency has been around for a long time. Here’s a quick history lesson.
Learn More
<p>My Retirement Savings</p>

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.
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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