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!
Social Security: Maximizing Benefits
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Tax Rules When Selling Your Home
The tax rules governing profits you realize from the sale of your home have changed in recent years.
Four Really Good Reasons to Invest
There are four very good reasons to start investing. Do you know what they are?
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
There are things about Social Security that might surprise you.
What can be learned from the savings rate?
Purchasing homeowners insurance is critical for protecting your home.
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Assess whether you are running “in the black” or “in the red” each month.
Use this calculator to assess the potential benefits of a home mortgage deduction.
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
Principles that can help create a portfolio designed to pursue investment goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
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.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
When do you need a will? The answer is easy: Right Now.
Around the country, attitudes about retirement are shifting.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.