Welcome To Utah's #1 Retirement Planning Agency

You have meaningful goals. Our Financial Advisors can help you reach them. For over 14 years, we have worked with individuals, families, businesses and institutions—to deliver services and solutions that help build, preserve and manage wealth

Welcome To Utah's #1 Retirement Planning Agency

You have meaningful goals. Our Financial Advisors can help you reach them. For over 14 years, we have worked with individuals, families, businesses and institutions—to deliver services and solutions that help build, preserve and manage wealth

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Full Investment Control

Tax Deductible Contributions

Consolidation of Accounts

Borrowing From Your Plan

Retirement is complex. We help make it simple.

You Retire Once, We Retire Everyday

The road to a comfortable retirement begins with a solid financial retirement plan. Reaching and maintaining a comfortable retirement is the most common goal our clients have. While the goal may be common among our clients, we have found that retirement can look very different from one person to the next. Because of this, we believe there is no magic number that can be run on a simple calculator to tell you how much money you will need to retire. Instead, we work with our clients to clearly identify their retirement goals and objectives, evaluate their resources, and plan for the what-ifs that may come up along the way, including the need for long-term care or premature death. After an in-depth analysis of your financials, we create a solid financial retirement plan that will help you reach your retirement goals now and far into the future.

Retirement Planning Steps

Preparing For Retirement

Transitioning Retirement

Plan Creation, Accountability

Social Security Claiming

Debt Management

Longevity Planning

WE ARE HERE FOR YOU
GET STARTED TODAY

Meet With Our Members

Jake Mellor

CEO/Founder

MBA, MAcc, CFP® Strategic Wealth, Insurance, Tax, & Accounting Solutions A Series of Business Consulting

Mikaleen Mellor

Retirement Consultant Expert

Insurance, Tax planning, Investments & Bookkeeping and Retirement Consultant Expert.

Juan Earned

Retirement Expert

B.S. in accountancy, a law degree, he is a licensed Enrolled Agent, he is an NTPI Fellow, and has 14 years' experience as a tax pro.

Ready to save time & money?

We’ll consult with you and compare coverage to find the best deal possible.

FAQ About Utah Retirement

A study done by Utahretirementplanning.com found Utah ranked second behind Idaho as the best state to retire in due to life expectancy, tax friendliness, crime rate, and cost of living
You qualify for a monthly retirement benefit if you are: —65 with 4 years of service. —62 with 10 years of service. —60 with 20 years of service. —Any age with 25 years of service with full actuarial age reduction
You can look for a good local retirement planner through the National Association of Personal Financial Advisors and the American Institute of CPAs. You might also ask friends and relatives to recommend someone they trust.
The best retirement plans to consider in 2020:
  • Defined contribution plans.
  • IRA plans.
  • Solo 401(k) plan.
  • Pensions.
  • Guaranteed income annuities (GIAs)
  • The federal government plan.
  • Cash-balance plans.
  • Cash-value life insurance plan.
Utah is moderately tax-friendly for retirees. On the one hand, the retirement income taxes are unfavorable when compared to other states. In fact, Social Security is taxable in Utah, as are all other types of retirement income. Utah seniors can claim a tax credit of up to $450 per person against that income.
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