Give us a call
435.214.1259

Financial Planning in Logan and Layton, UT

Invest in Your Future.

For many, planning early is at the heart of a sound financial future. At The Alivint Group, we realize the importance of taking the right steps in order to accomplish not only your short-term fiscal goals, but also your long-term desires for a happy retirement.

With Financial Planning services from The Alivint Group, you can receive helpful advice from a professional who is committed to assisting you in planning for a secure and stable future. Our Financial Planning advisors can help you determine:

  • The right retirement plan for your individual and family-oriented needs
  • How much money you should put away in savings
  • Whether you currently have the right amount of insurance coverage (including Disability)
  • How much money you should invest
  • Whether you’re on track to saving enough for retirement

Our specialists can even advise you on Estate Planning and Analysis. It’s important for most people to know and control what happens to their estate upon their passing. With the right advice and strategy, you can ensure that the family home stays in the family, your wills and trusts are properly drawn up, your affairs are properly handled, and much more.

Since each person has their own goals for their financial future and retirement, The Alivint Group is committed to educating you on making the right decisions based on your current situation and how to plan accordingly. One of the best feelings you can have is knowing that your financial independence is secure.

Contact The Alivint Group today to see how Financial Planning can help achieve your goals.

Investing involves market risk, including possible loss of principal, and there is no guarantee that investment objectives will be achieved.

Our Locations

Main Location

248 S Main St
Logan, UT 84321
Main office: 435-214-1259
Fax: 435-514-7771

Secondary Location

172 E Promontory, Building J, Suite 275
Farmington, UT 84307
Main office: 801-436-5261
Fax: 435-514-7771

Our Providers

Testimonials

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
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
Ken Jensen has been my guy since day one. Takes care of everything and gives me a clear understanding while comparing different plans. 10/10

Tyler S
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
Guardian Insurance has changed their name to Alivint Financial & Insurance. They now provide Investment Services and Financial Planning, as well as all kinds of Insurance.

Joe S