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THE STORY OF YOUR LIFE
FROM NOW ON
WE'RE LEGACY BUILDERS WITH A PASSION FOR HELPING OTHERS ACHIEVE THEIR FINANCIAL ASPIRATIONS

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CHECK OUT OUR CREDENTIALS

 

CERTIFIED FINANCIAL PLANNERS
Becoming a CFP® is the greatest possible designation in the financial planning industry due to it's rigorous testing and extreme demand for proficiency.

This is our standard. Anything less would be cheating you of the professionalism that we assert within the name of our company - The Professional Financial Company.


ACCREDITED INVESTMENT FIDUCIARIES
It is now more important than ever to find investment advisors who are true fiduciaries. As Accredited Investment Fiduciaries®, we are obligated to make the best decisions on your behalf - and we do it with pleasure.


CEFEX CERTIFIED
We are proud to state the fact that we are one of Utah's only firms to be CEFEX® certified, giving us one of the most prestigious designations in our industry and helping us stand out from the crowd.