Retirement Planning in Lehi, UT

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Top Retirement Planners in Lehi, UT

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Edward Jones - Financial Advisor: Tyler Gentry, CFP®|CRPC™
5 out of 5
Location 3435 N Center St Suite 2, Lehi, UT 84043, USA
Phone (801) 331-8355
Directions
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Hudson Oaks Wealth Management
Location 1557 W Innovation Way 5th Floor, Lehi, UT 84043, USA
Phone (801) 742-1042
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Amicus Settlement Planners
5 out of 5
Location 2975 Executive Pkwy Suite #194, Lehi, UT 84043, USA
Phone (801) 683-7362
Directions
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Jordan Jones, Financial Advisor
Location 2901 W, Bluegrass Blvd Suite 320, Lehi, UT 84043, USA
Phone (801) 943-6277
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Morgan Law - Trust & Estate Planning
5 out of 5
Location 211 E Main St, Lehi, UT 84043, USA
Directions
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Cloud5 Accounting
5 out of 5
Location 1633 W Innovation Way 4th floor, Lehi, UT 84043, USA
Phone (801) 899-6069
Directions
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Medicaid Planning Services
4 out of 5
Location 3315 W Mayflower Ave Suite 1, Lehi, UT 84043, USA
Phone (801) 336-1659
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Wealth Plan Advisors
SEC File# 801-76650
CRD# 150573
Location 3400 Ashton Blvd, Lehi, UT 84043, USA
Phone (801) 768-1934
Directions
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Edward Jones - Financial Advisor: Jared D Mitchell, CFP®
Location 75 W State Rd Suite B, Lehi, UT 84043, USA
Phone (801) 768-0718
Directions
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Wise Financial Group | Financial Planning - Estate - Tax - Medicare - Retirement - Social Security
Location 14274 S, Draper Hill Dr, Draper, UT 84020, USA
Phone (435) 668-9730
Directions
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Sync Ledgers
5 out of 5
Location 3451 Triumph Blvd #203, Lehi, UT 84043, USA
Phone (833) 201-7962
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SEC File# 801-100392
CRD# 158847
4 out of 5
Location 13907 Minuteman Dr Suite 125, Draper, UT 84020, USA
Phone (801) 899-7600
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
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Franklin Retirement Services
5 out of 5
Location 195 W Main St Suite 109, Lehi, UT 84043, USA
Phone (801) 376-8252
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CH Retirement Income Planning
5 out of 5
Location 1024 East Bamberger Dr, American Fork, UT 84003, USA
Phone (385) 269-5085
Directions
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Sprout Advisers
Location 2912 Executive Pkwy, Lehi, UT 84043, USA
Phone (206) 800-6546
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VisionTree Financial Advisors
Location 470 W 220 S St Suite 103, Pleasant Grove, UT 84062, USA
Phone (385) 450-0886
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Common Sense Financial
5 out of 5
Location 315 S 500 E UNIT 202, American Fork, UT 84003, USA
Phone (801) 331-8659
Directions
Retirement Planning in Lehi, UT

About Lehi, UT for Those Planning to Retire

Lehi, UT is a vibrant city located in Utah County that boasts a plethora of landmarks, top employers, major highways and streets, and neighborhoods. From the stunning Timpanogos Cave National Monument to the world-renowned Adobe campus, Lehi is a city that offers something for everyone. If you're looking for a place to call home, you'll find a variety of neighborhoods to choose from, including the luxurious Traverse Mountain and the family-friendly Meadow Pointe. Some of the top employers in the area include Adobe, IM Flash Technologies, and Xactware Solutions, which provide ample opportunities for career growth and development. When it comes to transportation, Lehi is conveniently located near major highways and streets such as I-15 and State Street, making it easy to get around town and explore the surrounding areas. With its unique blend of natural beauty, modern amenities, and thriving business community, Lehi is a city that truly has it all.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Lehi, UT could greatly benefit from a bank in numerous ways. One specific example is the ability to secure loans for business ventures. Lehi is a rapidly growing city with a thriving tech industry, and many residents have entrepreneurial aspirations. A bank could provide the necessary funding to turn these dreams into reality. Additionally, a bank could offer financial education and resources to help residents manage their money effectively. With the cost of living on the rise, it is crucial for individuals to have access to financial guidance that can help them make informed decisions about their finances. Furthermore, a bank in Lehi could provide convenient access to ATMs and other banking services, saving residents time and effort. Overall, a bank in Lehi, UT would be a valuable resource for the community, providing essential financial services and support for residents as they navigate the challenges of modern life.

Insurance Broker

Residents of Lehi, UT can benefit greatly from the services of an insurance broker. With the city's booming economy, there are many businesses and individuals who need assistance in finding the right insurance coverage. An insurance broker can help residents navigate the complex world of insurance policies and find the best options for their unique needs. For example, with Lehi's proximity to the Wasatch Mountains, residents may require specific coverage for outdoor recreational activities such as skiing or hiking. Additionally, with the city's growing population, an insurance broker can help residents find affordable health insurance plans that meet their medical needs. Overall, an insurance broker can provide valuable expertise and guidance to help residents of Lehi, UT make informed decisions about their insurance coverage.

Wealth Management

Residents of Lehi, UT can benefit from a wealth manager in numerous ways. One specific challenge that many residents face is navigating the complex tax laws in Utah. A skilled wealth manager can help individuals and families reduce their tax burden by identifying deductions and credits that they may have overlooked. Additionally, a wealth manager can help residents of Lehi make informed investment decisions that align with their long-term financial goals. This may involve creating a diversified investment portfolio that balances risk and reward, or exploring alternative investment opportunities that can generate higher returns. Overall, a wealth manager can provide invaluable guidance and support to residents of Lehi who are seeking to build and preserve their wealth over time.

Financial Advisor

Residents of Lehi, UT could benefit from the guidance of a financial advisor in a number of ways. For instance, a financial advisor could help them create a budget that takes into account the high cost of living in the area, which is driven up by the city's booming tech industry. Additionally, a financial advisor could help residents plan for retirement, which is especially important given that Lehi has a median age of just 25.5 years old, meaning that many residents are likely to spend several decades in the workforce before retiring. A financial advisor could also help residents navigate the local real estate market, which has seen a surge in demand in recent years due to the area's growing popularity. Finally, a financial advisor could help residents plan for emergencies, such as unexpected medical expenses or job loss, which could be especially important given that Lehi is located in an area that is prone to natural disasters such as earthquakes and wildfires.

Mortgage Loan Officer

Residents of Lehi, UT can benefit from the services of a mortgage loan officer in several ways. First and foremost, the officer can help them secure a mortgage loan to purchase a home in the area. Lehi is a growing city with a population of over 70,000, and the demand for housing is high. A mortgage loan officer can help residents navigate the complex process of securing a loan, from pre-approval to closing. Additionally, the officer can provide guidance on the various types of loans available and help residents choose the one that best suits their needs. With the officer's expertise, residents can avoid common pitfalls and ensure that they are getting the best possible deal on their mortgage. Finally, the officer can help residents refinance their existing mortgages, potentially saving them thousands of dollars in interest over the life of the loan. In a city like Lehi, where the cost of living is high, every bit of savings counts.

Tax Services

Residents of Lehi, UT could greatly benefit from the services of a tax advisor. With the city's rapid growth and increasing number of businesses, navigating the complex tax laws can be overwhelming for many individuals. A tax advisor can assist with tax planning and preparation, ensuring that residents are taking advantage of all available deductions and credits. Additionally, with the recent expansion of the tech industry in Lehi, many residents may have stock options or other complex financial assets that require specialized tax knowledge. A tax advisor can provide guidance on how to properly report these assets and minimize tax liabilities. In a city where the median household income is higher than the national average, having a knowledgeable tax advisor can make a significant difference in financial planning and overall wealth management.

Estate Planning Lawyer

Residents of Lehi, UT can benefit from the services of an estate planning lawyer in several ways. Firstly, the lawyer can help them create a comprehensive estate plan that includes a will, trust, and power of attorney. This is especially important in Lehi, UT, where the population is growing rapidly, and many residents own valuable assets such as homes, businesses, and investments. Secondly, an estate planning lawyer can help residents minimize taxes and avoid probate, which can be time-consuming and expensive. Additionally, the lawyer can provide guidance on how to protect assets from creditors and ensure that beneficiaries receive their inheritance in a timely and efficient manner. Overall, working with an estate planning lawyer can provide peace of mind and ensure that residents' wishes are carried out after their passing.

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