What We Provide
Our South Jordan, UT office is an independent registered investment advisor that focuses on holistic wealth management solutions and retirement planning to help you reach your financial goals and protect the legacy you’ve worked hard to achieve.
Wealth Management
We are committed to building financial plans that our clients can use as a framework for every decision in their life. Our wealth management solutions are finely tuned to fit your unique needs.
Retirement Advisory
We help take the worry out of retirement planning so you – and your employees – can focus on business. Implement smart retirement plans for happier, more focused, more productive employees.
Employee Benefits
Strengthen your organization with a powerful suite of well-managed benefits that don’t break the bank. Build trust with your employees by offering them benefits that they actually want, including pharmacy savings that can help them get the care they need.
Property & Casualty
No matter how unpredictable our environment is, the support of proven risk management consultants will help you thrive. Before property damage, income loss, or liability claims bite into your bottom line, comprehensive property and casualty insurance gives you the resources to get you back to business.
HR Consulting & Compensation
You don’t have to choose between focusing on your business and maximizing your HR functions. Especially in an inflation market, you need experts that will help you with compensation benchmarking and staying compliant. Gain access to in-depth analysis of choices, design, costs and the supporting due diligence needed for the successful implementation of any new HR initiative.
Wealth Client Dashboard
Financial Plan Access
Access your Signature Plan. View the assumptions, inputs and results in real time as the market moves. In this portal, you can manipulate the assumptions and create what-if scenarios. Any changes you make won’t affect the foundation of the plan we created together.
Estate Planning Vault
A secure digital archive, powered by Everplans®, that can be used to organize vital family information and store important life documents. Assigning a trusted person to this archive can make end-of-life planning more efficient and effective. We cover the annual fee for this service for our clients, so contact us to make sure you get complimentary access.
Fidelity Access
Our clients' accounts are currently held at Fidelity. If you like a lot of detailed information, viewing your accounts on Fidelity's website may be a better option for you. This link takes you to their login page where you can access account activity, statements and other information.
Account Performance
Your account performance dashboard provides you with your most valued information on the landing page when you log in. It is available 24/7 and allows you to customize the date range for performance measures, enabling you to view your account balance on any day in the history of our relationship.
Awards & Membership
At NFP in Utah, our focus is on providing solutions and strategies that help you create an environment of success for your business and your employees. Along the way, we've been fortunate to receive recognition for our own business results and in fostering a positive and inclusive workplace. Below are the awards we have received and memberships we’re proud to hold:
Team
Office Leadership
Advisors
Divisional and Regional Leadership
Main Office
489 W South Jordan PKW, #310
South Jordan, Utah 84095
Contact Our Office