Bachelor's

Jon Paulsen - Financial Advisor in Farmington, UT | WiserAdvisor.com

Premier Financial Planning is part of a group of Registered Investment Advisors with decades of experience in the financial services industry. We believe in low-cost, diversified investing using a combination of ETFs, mutual funds, stocks, private placement bonds, and other alternative investment vehicles. We also believe that an advisor should be there for you whenever you have questions or concerns about the financial industry and how it might affect your money.

Premier Financial Planning

We can help you understand the different types of retirement accounts available to you and your business, and help you get them running. We will manage your accounts and help your employees with the decisions they need to make within their accounts.

We offer comprehensive financial planning services designed to empower you to make informed decisions about your financial future. We will work closely with you to assess your current financial situation, understand your long-term goals, and develop a personalized financial plan tailored to your unique needs. Whether you're planning for retirement, saving for education, managing debt, or protecting your assets, we provide expert guidance and strategies to help you navigate the complexities of personal finance. With our client-centric approach and a focus on your best interests, we strive to build a long-lasting partnership that puts you on the path to financial success and peace of mind.

Our portfolio management process begins with a thorough assessment of your current financial situation and goals. By understanding your investment horizon, income requirements, and risk tolerance, we develop a customized investment plan that reflects your unique circumstances. We believe in transparency and maintaining open lines of communication, so you can expect regular updates and progress reports throughout our partnership.

One of the main goals we each have is to have our retirement when, where, and how we want it. Our process will help you understand where you are in reaching those goals and show you if there are any changes you need to make to get to where you want to be.

Retirement accounts from previous employers can become stale if left unattended. Rolling them over can provide more investment options and allow easier investing and monitoring.

Life insurance can be an important part of your financial plan. We will help you determine how much insurance, if any, is appropriate for you.

Annuities can be an important investment vehicle for certain people. The guaranteed return or stream of income can provide peace of mind into the future.

We are here to help you set up your wealth to leave on to the next generation to limit tax consequences and make the process smooth for your heirs.

All of our investment decisions are done with tax minimization in mind. We can help you make decisions on how best to limit your tax expense as you grow your money and if you need to withdraw it.

We will help you take the appropriate amount of risk for your situation. This involves understanding your time horizon, goals, and how you view risk.

Making sure you are getting all you can out of your cash is important. We strive to maximize return, limit taxes, and keep cash investments safe. We can help you with your personal or business cash management.

Premier Financial Planning

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