Find a Financial Planner in West Jordan, UT

 

Get Top Tier Financial Planning

We did the hard work of finding trustworthy partners in West Jordan, UT.

Jump To List of Advisors

  • This field is for validation purposes and should be left unchanged.

We Only Work With The Best West Jordan Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Financial Times, Investor.com, Forbes, and Barron’s

Conflict Free

Our partners will also never sell proprietary investment products

Experience

All leads will be connected with a firm who has been in business for 20+ years

Education & Designations

All leads will be given to a certified CFP with designation from FINRA

Trustworthiness

All of our partners are credible — No conflicts of interest and no disciplinary history

 

Our Process for Choosing
An Independent Financial Advisor in West Jordan, UT


  • Financial Advisor Close to West Jordan, UT

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

 

How Can a CFP® in West Jordan Help You?

Wealth management is a type of financial planning that incorporates many other financial services. Catering to high-net-worth individuals in the West Jordan area, wealth managers seek to build comprehensive wealth for their clients through a variety of vehicles, including investments, retirement planning, estate planning, asset management, tax planning, and more.
Personal financial planners in West Jordan offer services that focuses primarily on helping clients establish, organize, and maintain their personal finances. This can take the form of managing their retirement accounts, investments, taxes, and other financial assets.
10.9% of West Jordan's population is of retirement age (62 years and older). For those individuals, the goal of retirement planning is to create a source of income for one’s retirement years. It starts with determining an individual’s retirement goals and then lays out a financial strategy to accomplish them. In the West Jordan area, this strategy might include income and expense planning, savings strategies, investing advice, and asset and risk management.
The goal of estate planning is to establish a clear plan for the distribution of your assets--called your "estate"--upon your death, incapacitation, or another predetermined condition. Estate planning in the West Jordan area is typically done by a financial advisor, but sometimes legal professionals are required to assist with things like a living will.
Business financial planning is the task of mapping out a path to achieving a business's financial goals. These goals are often expanded and reevaluated as the company grows, making financial planning for businesses in the West Jordan area an ongoing effort.
The goal of tax planning is to minimize an individual’s or organization’s tax liabilities, while maximizing their overall long-term financial situation. Financial advisors in the West Jordan area often offer tax planning services to their clients. Tax planning strategies will differ depending on depending on where you live. Utah has unique laws defining which actions trigger a taxable event and has the 24th lowest total tax burden in the U.S., including income, property, and sales tax.
Transition planning for divorce or loss of a spouse is a service offered by many financial advisors, planners, and other professionals in the West Jordan area. Typically, it includes updating wills and trusts, evaluating life insurances, long-term care arrangements, and creating inventories of bills, financial accounts, and other interests.
Debt consolidation and management is a service that can be performed by a qualified financial advisor in which they combine multiple existing loans into a single loan with more favorable financing terms. Advisors in the West Jordan area often use this strategy when clients have high-interest credit card debt or private student loans.

 

The Value of Working With the Best Financial Planners in West Jordan, UT


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near West Jordan, UT

We evaluated over 13,000 RIA firms to bring you the best of the best West Jordan financial advisors.
  • This field is for validation purposes and should be left unchanged.


How Retirement-Friendly is West Jordan, UT?

  • Population: 114,138
  • % of Population 62 Years and Over: 10.9%
  • Average Home Value: $286,800
  • Average Monthly Housing Cost: $1,392
  • Average Household Income: $92,717
  • Utah Total Tax Burden: 8.29% (24th Lowest in U.S.)
  • Utah Property Tax: 2.30% (13th Lowest in U.S.)
  • Utah Individual Income Tax: 2.73% (12th Highest in U.S.)
  • Utah Sales and Excise Tax: 3.26% (22nd Lowest in U.S.)


The Top Financial Advisor Firms in West Jordan, UT


GO INVEST LLC

Website

(385) 444-4211

8427 S. Old Bingham Hwy
Suite A
West Jordan, UT 84088

SEC#: 801-112971
Years in Business: 3 years