Advanced Retirement Strategies

Test Drive Our Services With Zero Obligation Or Cost

WHY: We want to help you know if our services and expertise would be right for your situation so we offer three valuable services. You’re able to “kick the tires”and test drive our expertise with very little time and no cost. 
WHAT: For qualifying investors, we’ll deliver either a free 1) Investment Portfolio Audit, 2) a Retirement Income and Social Security Analysis, or 3) a Retirement Review. Whichever you select, the first step is to schedule a 15-minute quick consultation.
WHO: These services are for diligent savers who are within 10 years of retirement or already retired who have investment and retirement assets of more than $250,000 (excluding primary residence).

How Do I Know If I'm a Good Fit?

We specialize in retirement planning and provide the most value to:

Individuals who are within 10 years of retirement or who are already retired.
These services are for diligent savers who have investment and retirement assets of more than $250,000 (excluding primary residence).
Families who are smart enough to know that they could figure out retirement on their own but are smart enough to know that the best results often come from collaboration and working with experts.

Here are some common questions and answers

  1. 1
    Why do you give free services away to get started?

    Hiring a financial advisor is one of the most important decisions you'll make for your retirement and investments. That's why we let you "test drive" our services and see if our style and expertise fits what you're looking for. You can choose between a free 1) Investment Portfolio Audit, a 2) Retirement Income and Social Security Analysis, or a 3) Retirement Review.

  2. 2
    How do you get paid?

    We are a fee-based fiduciary financial planning firm. As a fiduciary, we’re legally obligated to do what’s in your best interest. Our process is educational and collaborative, with zero pressure.

    There are three ways we are paid:

    • Depending on the complexity of your financial situation, we may charge a financial planning fee to create your investment and retirement income plan.
    • We may be paid on a percentage-of-assets basis, meaning that as we invest and manage your assets, we’re paid a small percentage of the assets we manage, generally around 1%. If you have investment assets of one million or more, we have innovative flat-free pricing available.
    • On occasion, products that work well and are chosen by our clients aren’t available through a fee-based structure. On these occasions, we may be paid a commission.
  3. 3
    What makes you different from other financial advisors?

    Not all those who provide solutions for retirement are the same. Some are insurance agents, who don’t do investments or comprehensive planning. Some are insurance agents, who have the licenses to do some investments but it isn't their expertise. Some financial advisors are great comprehensive planners but are beholden to a specific bank and organization to use their investments or products.

    Here’s the bottom line: If you go to a plumber who’s only tool is a hammer, what will they use to fix your problem? Yes, a hammer.

  4. 4
    Are you a fiduciary financial advisor?

    Yes. As a fiduciary advisor, we're legally obligated to do what’s in your best interest.

  5. 5
    Are you comprehensive in nature?

    Navigating the transition into retirement is complex and your investments are only one piece of the pie. In addition to investment services, a good comprehensive fiduciary will have knowledge and resources about Social Security, Medicare, income planning, tax minimization, charitable giving, estate planning, and more.

    Rarely, will one individual have all of these resources or knowledge. It takes a team of experts. 

    While our team at Advanced Retirement Strategies fits this description, if you don’t use our firm, we strongly suggest you work within this framework for the optimal results.

Advanced Retirement Strategies
563 W 500 S #420
Bountiful, UT 84010

This website and information are provided for guidance and information purposes only. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice.

Insurance products and services are offered by IARs in their separate capacity as agents appointed directly with various insurance carriers.

    If you're looking for a fiduciary financial advisor planner, we help you prepare to retire, create a retirement income plan, and manage your investments. We regularly assist clients with decisions around required minimum distributions (RMDs), tax planning, pensions, investments, 401(k)s, 403(b)s, 457s, annuities, and insurance.


    563 West 500 South #420
    Bountiful, UT 84010

    (385) 249-5652


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