For Individuals and Families

Help with your finances and more.

Emphasis on finances. Emphasis on more.

Your Wealth<br/>Our Community


Make educated decisions—we’ll walk you through them.

  • Ensure that your portfolio is working for you.
  • Identify investments tailored to your needs.
  • We'll help you re-evaluate and adjust your plan as life goals change.
Your Wealth<br/>Our Community

Preparing to Retire

We’d love to help set you up for a worry-free retirement.

  • Stay on track to reach your retirement goals.
  • Explore the possibility of early retirement.
  • Plan for consistent income, even when the market fluctuates
  • Learn what ‘enough’ means for you.
  • Factor in end-of-life healthcare needs.
Your Wealth<br/>Our Community


Believe in your nest egg. Let’s focus on your income and compensation goals while identifying ways to lessen your tax responsibility.

  • Maintain your lifestyle and continue to enjoy it.
  • Have a strong income-based strategy in place designed to support your needs and last for years to come.
  • Plan ahead for medical expenses.
  • Connect to our network of tax professionals to identify tax efficiencies.
Your Wealth<br/>Our Community

College Planning

It’s never too early or late to start thinking about saving for your kids’ college education.

  • Figure out how to pay for college on your timeline.
  • Balance saving for college with other needs like buying a new home.
  • Learn about savings vehicles designed specifically for this goal.
Your Wealth<br/>Our Community

Planning My Legacy

Give back to your community, support meaningful causes and pass wealth on in a smart and efficient way.

  • Define what kind of legacy you want to leave.
  • Match your resources to it by deciding how much to leave, and to whom.
  • Educate your family on how to protect their inheritance by saving and investing the money wisely.
  • Help your legacy go further by planning ahead for taxes.
Your Wealth<br/>Our Community

...And More

To us, service means going beyond investment and financial planning. As our client, you get access to the KSL Resource Center, where we can connect you with:

  • A vast referral network of handymen, movers, medical care, home maintenance, lawn care, local activities, church, and networking events
  • Education resources on Medicare, Social Security, investing 101, elder care, college, and seminar
  • Volunteer opportunities, both local and national
  • ...and more.

Helping you be you.

Pursue a purpose-filled life.

Schedule a Consultation