As an independent firm, we offer objective solutions from a variety of investment carriers. Our mission is to help you realize your goals while minimizing your exposure to unnecessary risk. We focus on building portfolios that meet your needs while emphasizing consistent returns.
We excel at tax planning and preparation for individuals and businesses. We work with you throughout the year to develop a highly personalized plan with tax-saving strategies that are tailored to your unique circumstances and needs so that you are prepared for the tax years to come.
We are an Utah-owned independent insurance agency. We are here to help you in all of your insurance needs. From requesting a quote on your car, business or home to a custom package that fits all of your needs, we’re your one-stop shop for all things insurance-related.
Whatever the size of your business, we can help keep you on the right track. We offer comprehensive accounting services including payroll, accounts payable/receivable, budgeting and much more. Call today to streamline your bookkeeping process and save money.
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“Amy has done my taxes the last 2 years. She is quick and professional. She got me filed in no time! Honestly, it was much quicker then me trying to figure out my own.”
“My cell phone was stolen and when I told Jake my story he advised that our policy could cover the cost of my stolen phone. My husband went to the office and we both were so impressed how well the office staff helped us. They immediately initiated the process and within two weeks we received a check. My husband and I are forever grateful and very impressed with Jake’s ability to remember our policy, know the details of that policy and head us in the right direction.”