Strong…Peaceful…Beautiful. These are a few of the words our clients use to describe their feelings about Mount Timpanogos, which stands majestically at the head of our beautiful valley.
From the early Native Americans who lived under her protection, to the settlers of 1849 whose descendants still know they are coming home when they see her rising up from the valley floor, Mount Timpanogos poises herself as a landmark of steadiness, durability and well-being to the many who call Utah Valley their home.
We’re proud to live in and serve the people of this great State of Utah where hard-working, industrious men and women have always been a hallmark of what we believe in and who we are as a community. We earn our money through honest labor, and invest it thoughtfully through the different seasons of our lives.
Just as new springtime growth and sunny summer days lead into the changing colors of autumn and frozen winter storms, so go the cycles of each facet of our lives. Often, we’re inclined to make investment decisions based on the current financial climate or the isolated storms affecting our individual situations, limiting our view of the bigger picture of seasonal cycles.
Since 1996, you’ve trusted us to help you navigate the seasons of your financial planning and investing—and for that trust, we thank you.
Just as Mount Timpanogos stands as a beacon, leading us to the place we know and love as our home, so we, as seasoned professionals, stand ready to guide you to the satisfying destination you see in your future.
Welcome to Timpanogos Financial Advisors. Welcome home.
Why Choose Us
We can help take some of the mystery out of preparing for your financial future.
We are Dedicated to Proactive Financial Planning.
We Challenge Ourselves, Clients, Family & Friends to
Live Life on Purpose.
We are our Clients' Champions!
Women and Financial Strategies
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
Best Vacations: By Car, By Ship, By Foot, Once in a Lifetime
Four vacation destinations you might never have thought of.
The History of Currency
Currency has been around for a long time. Here’s a quick history lesson.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Read this overview to learn how financial advisors are compensated.
To choose a plan, it’s important to ask yourself four key questions.
Taking regular, periodic withdrawals during retirement can be quite problematic.
At what point can you call a personal vehicle commercial?
Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.
Estimate how much income may be needed at retirement to maintain your standard of living.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator may help you estimate how long funds may last given regular withdrawals.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are a number of ways to withdraw money from a qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
If you died, what would happen to your email archives, social profiles and online accounts?
How will you weather the ups and downs of the business cycle?
Why are 401(k) plans, annuities, and IRAs so popular?
What does your home really cost?