Have you made your greatest contribution yet?
We are a fee-only financial advisor in Farmington, Utah, helping families, individuals, and business owners make an impact through giving.
We are
charitable giving tax mitigation specialists
Our mission is to use the power of financial planning to inspire charitably-minded individuals and families to reach their maximum giving potential, through planning, tax strategies, and investments.
Is this you?
- Interested in long term investment
- A giver
- Desires to be a wise steward of your financial assets
- Looking to reduce taxes
- Values integrity and morality in a professional relationship
- Sees value in planning ahead
- Has assets with high value and low cost basis
- Willing to pay their fair share of tax, but no more than legally required
Expertise That Grows With You
Regardless of your situation, we can provide the full-service financial advice, planning and coaching to get you to the next level.
Comprehensive Services for
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Complimentary eBook: Getting to the Next Level Financially
Five steps to turn your income into sustainable wealth.