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!
Spotting Credit Trouble
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Should I Invest in Gold?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
Don’t Be Your Own Worst Enemy
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
Bonds may outperform stocks one year only to have stocks rebound the next.
A few strategies that may help you prepare for the cost of higher education.
How to help determine life insurance needs to provide for your family after you pass away.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
The tax rules governing profits you realize from the sale of your home have changed in recent years.
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Enter various payment options and determine how long it may take to pay off a credit card.
Assess whether you are running “in the black” or “in the red” each month.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator demonstrates the power of compound interest.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Do you know these three personal finance sayings?
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Around the country, attitudes about retirement are shifting.
You’ve made investments your whole life. Work with us to help make the most of them.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.