A Second Opinion for Retirees in Heber & Midway

Not sure you’re on the right track? Get a clear, no-pressure review of your investments and taxes from a local fiduciary.

No obligation. No sales pitch. Just a straightforward outside perspective.

Request a Second Opinion

What a Second Opinion Means Here

A second opinion is simply a chance to step back and make sure things still make sense.

It means reviewing how your investments, tax strategy, and overall plan fit together, and identifying anything that may have been overlooked, misunderstood, or no longer aligned with your goals.

For many people, it answers questions like:

  • Am I taking more risk than I need to?

  • Are taxes being handled efficiently?

  • Does this still make sense for where I am now?

Just as important, a second opinion here is not:

  • A sales pitch

  • A seminar or group presentation

  • A requirement to move accounts or make changes

You decide what, if anything, happens next.

Who This Is For

This is typically a good fit if you:

  • Are retired or within a few years of retirement

  • Have accumulated savings and want a gut-check

  • Recently moved to Utah or are still adjusting to a new situation

  • Prefer clear, straightforward advice without pressure

Who This Is Probably Not For

This is likely not a good fit if you:

  • Are just starting out

  • Are looking for stock tips or market timing

  • Want the cheapest option available