Fee-based financial and retirement planning
for affluent retirees in St. George, Utah


Do you have one, yet?

Helping seniors in Utah develop plans for a PLUM retirement

Does your financial and retirement planning adequately address four important issues? We often find that clients do not obtain peace of mind until their plans provide for:

  • Posterity – has your planning addressed your descendants, both known and unknown?
  • Legacy – What legacy (including non-financial) do you want to leave?
  • Unity – Have you and your spouse, as well as other family members, discussed and resolved differing objectives? These might include risk tolerance, economic outlook, longevity concerns, long-term care alternatives, business succession, estate planning priorities—including charitable contributions, and other issues.
  • Money Happiness – Does your current financial plan and attitude towards finances bring you money happiness? Your St. George advisors will address issues discussed in Your Complete Guide to Money Happiness as part of your financial planning process.

A financial consultant from our office in St. George can guide you through the 5-Step Planning Process to ensure that you enjoy a PLUM retirement.