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

KNOW WHERE YOU’RE GOING.

Managing your finances can be a difficult task at any age. Since life’s events can fluctuate on a daily basis, it’s comforting to have a clear and more consistent outlook on your financial future. Even if you know little about personal finance or saving money, The Alivint Group is committed to helping you realize your fiscal goals.

At The Alivint Group, our advisors will take the time to understand your needs on an individual basis and educate you on the various financial services available to you and your family. We strive to offer the expert education and assistance you can expect for achieving monetary stability and security – to make your planning process that much easier.

Our financial planning services include:

  • Financial Planning
  • Annuities
  • 401K
  • Retirement Plans
  • Mutual Funds
  • Pension Plans
  • Profit Sharing Plans
  • Traditional & Roth IRAs

WHAT FINANCIAL PLANNING CAN DO FOR YOU

In these times, planning for the future has never been more important. By looking ahead at your financial situation and planning accordingly, you can help secure your future independence. By working with The Alivint Group, we can evaluate your current situation, answer any questions, offer honest and professional advice, and help you choose the right financial services to make sure you get where you want to be in the future.

Plan ahead with financial services from The Alivint Group.

We are proud to provide fiscal planning services for clients near Logan, Layton, Salt Lake City, Providence, Smithfield, and Nibley.

 

One of the things that makes Alivint different is that we “begin with the end in mind.” In addition to growing your savings, we focus on making your wealth last during retirement.

Many people we meet are afraid that their current financial plan doesn’t have what it takes to support their goals. They worry about securing their family’s future, and running out of money in retirement. They are looking for more than just a stock broker.

Let us help you take control of your financial future.

Some key questions that we help answer are:

  • How much do I need to save up before I can retire?
  • How should I account for Social Security in my retirement plan?
  • Should I rollover my 401k?
  • What is the difference the between a traditional IRA and a Roth?
  • Will I out-live my retirement savings?
  • How much Life Insurance do I need, and what type?
  • Do I need a Trust or just a Will?