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!
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Get ready to enjoy America’s national park system with this helpful article.
The Lowdown on Those Free Credit Scores
What’s the deal with your yearly free credit report?
Here are several important changes to Social Security that may impact how and when you can begin taking income benefits.
How Medicare can address health care needs in your retirement strategy.
A quick look at how federal income taxes work.
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
Read this overview to learn how financial advisors are compensated.
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
Estimate how much you have the potential to earn during your working years.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator shows how inflation over the years has impacted purchasing power.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
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.
How federal estate taxes work, plus estate management documents and tactics.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Here is a quick history of the Federal Reserve and an overview of what it does.
How do the markets usually react to elections? Was the 2016 election any different?
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?
Understanding the cycle of investing may help you avoid easy pitfalls.