Retirement Planning in Salt Lake County, UT

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List of Firms

Top Retirement Planners in Salt Lake County, UT

Smedley Financial
SEC File# 801-17207
CRD# 110870
5 out of 5
Location 102 S 200 E Ste 100, Salt Lake City, UT 84111, USA
Phone (801) 355-8888
Time Monday: 8:30 AM – 5:00 PM Tuesday: 8:30 AM – 5:00 PM Wednesday: 8:30 AM – 5:00 PM Thursday: 8:30 AM – 5:00 PM Friday: 8:30 AM – 3:00 PM Saturday: Closed Sunday: Closed
Decker Retirement Planning, Inc.
5 out of 5
Location 299 S Main St Suite 1300, Salt Lake City, UT 84111, USA
Phone (801) 396-7000
Holman Investments & Planning
Location 2795 E Cottonwood Pkwy, Salt Lake City, UT 84121, USA
Phone (801) 365-0101
TrueNorth Wealth - Financial Advisors
5 out of 5
Location 1935 E Vine St #120, Salt Lake City, UT 84121, USA
Phone (801) 274-1820
Edelman Financial Engines
Location 2825 E Cottonwood Pkwy #460, Salt Lake City, UT 84121, USA
Phone (833) 752-6333
Financial Strategies Institute
5 out of 5
Location 6955 S Union Park Center #410, Midvale, UT 84047, USA
Phone (801) 316-4100
Retirement Planning in Salt Lake County, UT

About Salt Lake County, UT for Those Planning to Retire

Salt Lake County is located in the north-central part of Utah and is home to the state capital of Salt Lake City. The county is traversed by several major highways, including I-15 and US-40, and is home to a number of neighborhoods, including the popular downtown district. Some of the top employers in the county include Delta Air Lines, the University of Utah, and Walmart.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Salt Lake County, UT residents have a number of banks and credit unions to choose from when it comes to their finances. While this is a great thing, it can also be overwhelming trying to decide which institution is the best fit for your needs. Here are some things to consider when making your decision:The first thing you'll want to do is look at the services each bank or credit union offers. Do they offer checking and savings accounts? What about mortgages, car loans, and personal loans? Make sure the bank or credit union you choose offers the services you need. You'll also want to compare rates. The interest rates on loans and credit cards can vary greatly from one institution to another, so it's important to shop around. Finally, make sure you feel comfortable with the bank or credit union you choose. They will be handling your money after all! Ask around for recommendations, read reviews online, and visit branches in person before making your final decision.

Estate Planning Lawyer

If you live in Salt Lake County, UT, there are a lot of great reasons to work with an estate planning lawyer. Here are just a few:1) An estate planning lawyer can help you create a will that accurately reflects your wishes. This is important, especially if you have children or other loved ones who depend on you.2) An estate planning lawyer can help you set up trusts and other arrangements to protect your assets and make sure they go to the right people after your death. 3) If you own a business, an estate planning lawyer can help you make sure it goes to the right person in the event of your death. 4) An estate planning lawyer can also advise you on tax implications related to inheritance and estate planning. 5) Finally, an estate planning lawyer can provide peace of mind by helping ensure that all of your legal affairs are in order.

Mortgage Loan Officer

If you're a resident of Salt Lake County, Utah and are in the market for a new mortgage, then you'll want to work with a loan officer who knows the area well. Mortgage brokers who live and work in the Salt Lake City area know all about the different neighborhoods, what's available in terms of mortgages, and which lenders are offering the best rates. They can also help you get pre-approved for a mortgage before you start your house hunt, which will give you an advantage over other buyers when it comes time to make an offer on a home.

Wealth Management

Living in Salt Lake County, UT comes with a lot of benefits, including plenty of wealth managers to work with. However, not all of these professionals are created equal. It is important to do your research before selecting the right one for you and your family. By working with a wealth manager in your area, you can ensure that you are making the most of your money and taking advantage of all the opportunities available to you.

Financial Advisor

Salt Lake County, UT residents have a lot of options when it comes to financial advisors. Many of these advisors offer a wide range of services, from helping people save for retirement to choosing the right insurance policies. However, not all advisors are created equal. Some are more suited to help people in specific stages of their lives, while others have a more general focus.Before choosing an advisor, it's important to understand what you need and what you want from one. Ask yourself questions such as: How much money do I want to save each month? What is my retirement goal? Do I want someone who can help me invest my money? Once you know what you're looking for, you can start researching different advisors in your area.

Insurance Broker

Living in Salt Lake County, UT comes with a lot of benefits, but it's important to make sure you have the right insurance coverage in place. A good insurance broker can work with you to find the best policies for your needs and budget. Contact a local insurance broker today to get started.

Tax Services

Salt Lake County, UT residents can benefit greatly by working with a tax accountant in their area. An accountant can help taxpayers understand their tax obligations and help them file their returns correctly and on time. An accountant can also help taxpayers find tax breaks and deductions that they may be eligible for, which can save them money.


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