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A little bit different, a whole lot better!
 

At The Financial Physician we have been helping Utah families with their finances for 5 years based on the idea that insurance should be affordable and a comfortable retirement should be within reach of everyone.  For years health insurance has been treated as a one-size-fits-all proposition resulting in a product that no one is really happy with.  By building plans specific to our clients' needs we are able to get the coverages you want while staying within the price range that you need.  Retirement planning is another tricky area for people, with fewer employers each year offering pensions, Social Security on the edge of insolvency, and 401k growth stagnating due to a flat economy.  Because of this, most people find themselves further from retirement each year without even realizing that there is a problem until it is too late.  We teach our clients how to inflation- proof themselves with retirement plans that provide both safety and high rates of return, as well as tax-free growth and tax-advantaged distributions. This effectively insulates them from future tax increases and provides income streams that will last throughout retirement.  In other words, we help bring an extraodinary retirement to ordinary individuals! 

Webinars

Whether we like it or not the Affordable Care Act is here and the Individual Mandate is going into effect January 1, 2014.  Find out how it benefits you.  Sign up for our free Webinar on making the Affordable Care Act work for you!

Services

  • Health Insurance

  • Life Insurance

  • Financial Planning

  • Retirement

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