Best Financial Advisors in Lehi, UT

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Lehi, UT Fiduciary Financial Advisors

Paramount Tax & Accounting CPAs of Lehi
5 out of 5
Location 3450 Triumph Blvd Ste 102, Lehi, UT 84043, USA
Phone (801) 753-5767
Shutter Lending
Location 3051 W Maple Loop Dr #100, Lehi, UT 84043, USA
Phone (801) 766-6032
Financial Advisors in Lehi, UT

Where Certified Financial Advisors in Lehi, UT Serve

Lehi, UT is a bustling city with a rich history and a plethora of landmarks to explore. The city is home to the famous Thanksgiving Point, a sprawling complex that includes a museum, gardens, and a dinosaur exhibit. Other notable landmarks include the Lehi Roller Mills, which has been a staple in the community for over 100 years, and the John Hutchings Museum of Natural History, which features exhibits on local wildlife and geology. Lehi is also a hub for major employers, with companies like Adobe, Xactware, and all calling the city home. These companies provide a wealth of job opportunities for residents and contribute to the city's thriving economy. When it comes to transportation, Lehi is conveniently located near several major highways, including I-15 and SR-92. These highways make it easy to travel to neighboring cities like Provo and Salt Lake City. Lehi is also home to a variety of neighborhoods, each with its own unique character and charm.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

As a growing city in Utah County, Lehi residents have access to a variety of banking services. The most common ways that residents of Lehi are serviced by banks include checking and savings accounts, loans for homes and vehicles, credit cards, and online banking. Many banks in Lehi also offer investment services and financial planning assistance. One specific thing about Lehi is that it is home to the headquarters of several prominent technology companies, such as Adobe and Xactware. As a result, banks in Lehi may also offer specialized services for tech industry professionals, such as business loans and financial management tools tailored to the needs of tech startups.

Insurance Broker

Residents of Lehi, UT can benefit greatly from the services of an insurance broker. With the city's rapidly growing population and booming economy, it can be difficult for individuals and families to navigate the complex world of insurance. An insurance broker can help Lehi residents find the best coverage for their needs, whether it's for home, auto, health, or life insurance. They can also provide valuable advice on how to save money on premiums and ensure that clients are fully covered in the event of an accident or emergency. Additionally, with the city's proximity to outdoor recreational activities like hiking and skiing, an insurance broker can help residents find specialized insurance coverage for these activities to protect them from potential risks and liabilities.

Retirement Planning

Residents of Lehi, UT can benefit from a retirement planner in a variety of ways. One of the most common ways is by helping them create a personalized retirement plan that takes into account their unique financial situation and goals. This can include strategies for maximizing retirement savings, minimizing taxes, and managing risk. Additionally, a retirement planner can provide guidance on important decisions such as when to start taking Social Security benefits and how to allocate retirement assets. For residents of Lehi, UT specifically, a retirement planner can also provide insights into the local economy and job market, as well as any unique challenges or opportunities that may impact their retirement planning. Overall, working with a retirement planner can help residents of Lehi, UT feel more confident and prepared for their retirement years.

Wealth Management

Residents of Lehi, UT can benefit greatly from the services of a wealth manager. With the city's growing population and thriving tech industry, many individuals and families are accumulating wealth and seeking guidance on how to manage and grow their assets. A wealth manager can provide personalized financial planning and investment strategies tailored to the unique needs and goals of each client. Additionally, with the high cost of living in Utah, a wealth manager can help residents navigate complex tax laws and maximize their savings. For example, Lehi residents who work in the tech industry may have stock options or equity compensation that require specialized knowledge and planning. A wealth manager can provide valuable expertise in these areas to help clients make informed decisions and achieve their financial objectives.

Mortgage Loan Officer

Residents of Lehi, UT can greatly benefit from the services of a mortgage loan officer. One of the most common ways a loan officer can assist residents is by helping them navigate the complex process of obtaining a mortgage. With the ever-changing real estate market, it can be difficult for residents to know what type of mortgage is best for their specific needs. A mortgage loan officer can provide guidance on the different mortgage options available to residents of Lehi, UT, including fixed-rate mortgages, adjustable-rate mortgages, and government-backed loans. Additionally, a loan officer can help residents understand the local real estate market in Lehi, UT, and provide information on the best neighborhoods and homes to invest in. With their expertise and guidance, a mortgage loan officer can help residents of Lehi, UT achieve their dream of homeownership.

Tax Services

Residents of Lehi, UT can benefit from a tax advisor in a number of ways. One of the most common ways is by receiving guidance on how to maximize their tax deductions and credits. This is especially important for residents of Lehi, UT, where the cost of living is higher than the national average. A tax advisor can help residents identify deductions and credits that they may not be aware of, such as the Utah State Tax Credit for Child and Dependent Care Expenses. Additionally, a tax advisor can help residents navigate the complex tax laws and regulations that apply to them, ensuring that they are in compliance with all applicable laws and regulations. Overall, a tax advisor can provide valuable advice and support to residents of Lehi, UT, helping them to save money and reduce their tax burden.

Estate Planning Lawyer

Residents of Lehi, UT can benefit greatly from the services of an estate planning lawyer. One of the most common ways that an estate planning lawyer can help is by creating a will or trust to ensure that a person's assets are distributed according to their wishes after they pass away. In a rapidly growing city like Lehi, where the population has more than doubled in the past decade, it's important for individuals to have a plan in place to protect their assets and provide for their loved ones. An estate planning lawyer can also help with other important legal documents, such as powers of attorney and healthcare directives, which can provide peace of mind and ensure that a person's wishes are respected in the event of incapacity.


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