6330 South 3000 EastSte 600
Salt Lake City, UT 84121
Regular Hours
Mon - Fri | 8:00 am - 5:00 pm
Sat - Sun | Closed
Informations
Our objective is to help you achieve financial security in a complex and constantly changing world. We design programs to help you achieve what is important to you.We begin with a thorough audit of your present financial situation so you can see where you stand. We listen for a thorough understanding of exactly what your objectives are for you, your family and your business. Only then do we begin to design a program specifically for you.Successful people are often simply too busy to coordinate all of their assets into a systematic program. Their insurance, investments*, estate analysis, college education planning, retirement planning and asset allocation* are normally handled by a variety of financial services professionals who work independently.Our goal is to help you to achieve your financial objective. We pledge our knowledge, resources and dedication to integrity in all we do.
Services/Products
AmenitiesFinancial Resource Life & Disability Income Insurance Needs
Review of Savings and Investments,Retirement Income Needs
Budgeting and Cash Flow StudyRetirement Products and Individual Retirement Accounts (IRAs)
Fixed and Variable Annuities,Retirement Needs Review
Long Term Care InsuranceTuition Funding ProgramsCollege Costs Analysis
Analysis of Investment,Alternatives
Insurance and Investment Products*Investment Products*Mutual Funds
Unit Investment Trusts
Variable Annuities
Direct Participation Programs
Securities Brokerage Estate Planning**Estate Preservation
Tax Reduction Strategies
Charitable GivingBusiness Continuation PlanningFunding Option Analysis
Buy/Sell Strategies
Family Business Succession Planning
Key Person InsuranceExecutive Fringe BenefitsExecutive Bonus Plans
Split Dollar Insurance
Deferred Compensation Funding
Salary Continuation Plans
Non-Qualified Executive Fringe BenefitsEmployee Benefit ProgramLife and Disability Income Insurance
Pension, Profit Sharing and 401(k) Plans
Payroll Deduction Plans
SIMPLE IRAs
Non-Qualified Retirement Programs,Financial Resource Life & Disability Income Insurance Needs
Review of Savings and Investments,Retirement Income Needs
Budgeting and Cash Flow StudyRetirement Products and Individual Retirement Accounts (IRAs)
Fixed and Variable Annuities,Retirement Needs Review
Long Term Care InsuranceTuition Funding ProgramsCollege Costs Analysis
Analysis of Investment,Alternatives
Insurance and Investment Products*Investment Products*Mutual Funds
Unit Investment Trusts
Variable Annuities
Direct Participation Programs
Securities Brokerage Estate Planning**Estate Preservation
Tax Reduction Strategies
Charitable GivingBusiness Continuation PlanningFunding Option Analysis
Buy/Sell Strategies
Family Business Succession Planning
Key Person InsuranceExecutive Fringe BenefitsExecutive Bonus Plans
Split Dollar Insurance
Deferred Compensation Funding
Salary Continuation Plans
Non-Qualified Executive Fringe BenefitsEmployee Benefit ProgramLife and Disability Income Insurance
Pension, Profit Sharing and 401(k) Plans
Payroll Deduction Plans
SIMPLE IRAs
Non-Qualified Retirement Programs,When you work with a Financial Professional your needs should come first. At Intermountain Financial Group, we design programs to help you achieve whatâ&euro&trades most important for you, your family and your business. We help you prepare for the future with appropriate investment and insurance products based on your needs. When working with us, your financial goals become our goals.