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Logan: (435) 363-0143 | Davis County: (801) 436-5261

Our Services

Advanced Planning
Real solutions to complicated issues
Captive Strategies
 Utilizing 831(b) for modern, typically un-insurable risks
Estate Planning
Insuring today while preparing for tomorrow
Private Insurance

In depth coverage for individuals and families

Group Benefits
From fully insured to self-funded and everything in-between
Personal & Commercial Liability
Protecting some of your most valuable assets

Licensed Advisors

To receive authorization to use the designation, the candidate must meet education, examination, experience and ethics requirements, and pay an ongoing certification fee. The information relates specifically to CFP certification in the US.

The Initial Meeting

The final components are the ethics and continuing education requirements. Students and certificants are required to adhere to the CFP Board Code of Ethics and Professional Responsibility and to the Financial Planning Practice Standards.

Expert Advice

To understand what strategic financial management is about, we must first understand what is meant by the term “Strategic”. Which is something that’s done as part of a plan that’s meant to achieve a particular purpose. The is the shareholders wealth.

Testimonials

Very friendly and professional environment. Derek Miller changed and saved my life. I had no experience with insurance and he made the process easy and fulfilling. I would recommend this agency to anyone.
--Deehan Jang

Very friendly and professional environment. The staff was well educated on all things insurance and helped me understand anything I was confused on. 10/10 would recommend.

-- Aaron L.

Ben provided great insight and many solutions to what I can do for finding the right health insurance plan for me and my family. It was far easier than I expected especially since I am self employed.

--Matthew V.