Listings: 1-11 of 11

Sort List By:
Get updates on new LDS businesses:
Reviews
 
Coupon
 
Products
Reviews
 
Coupon
 
Products
Since entering the financial services industry in 1986, Sid R. Alvey has been committed to providing quality service and sound investment recommendations to clients in the Rocky Mountain region.

I believe that good financial decisions don't have to be confusing. I can provide simple, financial analysis and ideas that may help you choose the right financial products and make the most of your money. I explain the why as well as the what, so your finances makes sense.

Your Financial Resource is committed to helping you make the right financial decisions. As professionals in retirement analysis and estate conservation, we can help you answer the questions you may have about your financial situation, such as:

Will I be able to retire early?
How much money will I need in order to retire?
How can I get the most out of my 401(k)?
Should I have a traditional IRA or a Roth IRA?
How do I position my investments for higher potential returns and reduce risk?
How can I "inflation-proof" my investment income?
Do I need disability income insurance? Long-term care insurance?
How can I ensure that my children receive as much as possible from my estate?
What do I need to know about wills, trusts, and probate?
How can I best sell my business or liquidate my asset and pay as little taxes as possible?
How can I give to charity and still retain an income from the asset while I am still alive?

Our firm is locally owned and located in Bountiful, Utah. Through ING Financial Partners, I have many resources and working relationships with a number of mutual fund and insurance companies with products to suit my clients' unique needs.

Please call me at (801) 295-2000 if you have any questions about my firm or the range of financial products and services I provide.

My website offers a wealth of educational materials, articles, newsletters, calculators, and other tools -- all designed to keep you up-to-date on financial issues, strategies, and trends. I created this website to help you gain a better understanding of the financial concepts behind insurance, investing, retirement and estate analysis, and wealth preservation. Most importantly, I hope you see the value of working with skilled professionals. Please take advantage of this resource and visit it often. Be sure to add our site to your list of "favorites" in your Internet browser. I frequently update the information, and I wouldn't want you to miss any developments in the area of personal finance.

I'll make every effort to speak and work with you personally in assisting you to set up a retirement program or purchase the best insurance for your needs. Whether you're comfortable with taking risk, or wish to avoid it altogether, I can custom create a situation tailor fit to you.

WE ARE Your Financial Resource.
Reviews
 
Coupon
 
Products
Fortius Advisors is an independent, full service, Wealth Management Firm delivering a superior customer experience. Fortius specializes in providing objective, customized, sound and innovative investment management to the emerging wealthy, wealthy, business and non-profit corporations.

As an independent firm, Fortius differs from the competition by providing their clients with fully customized investment solutions as opposed to herding their clientele into self-branded homogenized products like other firms. Therefore, Fortius' independence affords us the ability to recommend investment solutions solely based on the needs of our clients.

Fortius is a fee-only firm, which means we are compensated exclusively by fees paid by our clients thereby allowing us to work in our clients??? best interests and solely for them. In other words, we act in a fiduciary capacity when advising our clients. Unlike us, many of our competitors receive the bulk, if not all, of their compensation (commissions) from the products they recommend.

Fortius recognizes that along with financial success comes increased responsibilities and complexity, so we provide a holistic approach to managing all aspects of our client???s financial lives. Fortius believes in building and fostering long-term personal relationships recognizing that our client???s unique financial needs and goals change over time; therefore, we offer a broad array of wealth management services designed to accumulate, preserve and transfer your wealth.