Financial Planners near Salt Lake City

“We have been with Lefavi for many years in taking care of a 401(k) from a previous employer. We have great respect and appreciation for their team. The team has always been focused on protecting our investments long-term and helping them to grow. And they don’t get commissions for 'selling' us different investments or transferring our funds.

Also, the Lefavi team doesn’t have a narrow view of just the 401(k) – instead, they look at the whole financial picture, considering Social Security, inflation, taxes, health, and clear ‘what-if’ projections for a future retirement that is funded and safe.

In recent years we have worked with Jeff, and also with Jay, Stuart, and other team members. They are great teachers, and are helpful, honest, expert, and personable in answering our many questions and keeping us up-to-date. The Lefavi team has earned our trust.“

“BOSS has given us confidence in our retirement. They have assisted us in making good decisions and put us on a path to a comfortable and exciting retirement. We highly recommend their services.“

“Carl has helped us develop a plan for safe money and investment planning. As we are getting closer to retirement we are confident that he will be there helping us get through Social Security decisions/planning and taxes in retirement along with other services which he offers. This feels like it can be very overwhelming but we know he will be there helping us along the way. We trust him and feel secure in this stage of our lives.- Henry & Lisa Daniels“

“Justin and Taylor were fantastic to work with. I met with them remotely to establish a fully customized financial plan based on my current situation and goals, and they made sure I was taken care of through every step of the process; communication was clear and frequent, ensuring I wouldn't forget anything or lose track of progress. I had already considered myself to be on top of my finances but working with Wealth Mode showed me how much more I could prepare for and areas I could improve on. Thanks again!“